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EGIS CAPITAL PARTNERS LP

SUMMIT, NJ · CRD 306123 · IAPD ↗ · egiscapitalpartners.com · 973-994-0606

$160.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2026 — EGIS CAPITAL PARTNERS LP (SUMMIT, NJ) is newly SEC-registered with $160.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
45
August 2024 — EGIS CAPITAL PARTNERS LP (SUMMIT, NJ) left the SEC roster (was $115.0M RAUM, 3 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.