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MARCYPEN CAPITAL PARTNERS LLC

· CRD 306546 · IAPD ↗ · marcypen.com · 424-421-6040

$1.12BRegulatory AUM
17Advisory reps
24Employees
0Clients
n/aPlanning clients
25Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
October 2026 — MARCYPEN CAPITAL PARTNERS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
October 2026 — MARCYPEN CAPITAL PARTNERS LLC grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — MARCYPEN CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($884.0M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
32
December 2024 — MARCYPEN CAPITAL PARTNERS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
December 2024 — MARCYPEN CAPITAL PARTNERS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
15
November 2024 — MARCYPEN CAPITAL PARTNERS LLC changed its website from pendulumholdings.com to marcypen.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
November 2024 — MARCYPEN CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
November 2024 — PENDULUM OPPORTUNITIES LLC is now doing business as MARCYPEN CAPITAL PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
59
November 2024 — MARCYPEN CAPITAL PARTNERS LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
November 2024 — MARCYPEN CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($386.1M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
51
April 2024 — PENDULUM OPPORTUNITIES LLC reported RAUM up 44% ($254.7M -> $367.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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