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SOCIAL CAPITAL

MENLO PARK, CA · CRD 304525 · IAPD ↗ · socialcapital.com · (650) 521-9007

$1.49BRegulatory AUM
7Advisory reps
15Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
June 2024 — SOCIAL CAPITAL (MENLO PARK, CA) left the SEC roster (was $1.49B RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.