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AVENTAIL CAPITAL GROUP, LP

NEW YORK, NY · CRD 306333 · IAPD ↗ · 212-235-2770

$2.55BRegulatory AUM
15Advisory reps
23Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2025 — AVENTAIL CAPITAL GROUP, LP reported RAUM up 59% ($1.78B -> $2.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — AVENTAIL CAPITAL GROUP, LP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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