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ISOMETRY CAPITAL, LLC

NEW YORK, NY · CRD 307544 · IAPD ↗ · isometrycapital.com · 347-480-2544

$1.01BRegulatory AUM
11Advisory reps
16Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — ISOMETRY CAPITAL, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — ISOMETRY CAPITAL, LLC crossed $1B in regulatory AUM ($756.8M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — ISOMETRY CAPITAL, LLC crossed $500M in regulatory AUM ($309.6M -> $756.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2024 — ISOMETRY CAPITAL, LLC grew from 5 to 10 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.