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325 CAPITAL

NEW YORK, NY · CRD 310762 · IAPD ↗ · 325capital.com · 212-376-5325

$337.8MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2024 — 325 CAPITAL reported RAUM up 48% ($157.5M -> $233.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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