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SR ONE CAPITAL MANAGEMENT, LP

REDWOOD CITY, CA · CRD 306361 · IAPD ↗ · srone.com · (408)-303-2673

$2.44BRegulatory AUM
15Advisory reps
28Employees
0Clients
n/aPlanning clients
19Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — SR ONE CAPITAL MANAGEMENT, LP moved its main office from WAYNE, PA to REDWOOD CITY, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
51
April 2025 — SR ONE CAPITAL MANAGEMENT, LP reported RAUM up 31% ($1.59B -> $2.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — SR ONE CAPITAL MANAGEMENT, LP grew from 13 to 16 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.