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SYCAMORE TREE CAPITAL PARTNERS, L.P.

DALLAS, TX · CRD 311555 · IAPD ↗ · 214-251-8250

$3.54BRegulatory AUM
15Advisory reps
30Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — SYCAMORE TREE CAPITAL PARTNERS, L.P. reported RAUM up 40% ($2.53B -> $3.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — SYCAMORE TREE CAPITAL PARTNERS, L.P. reported RAUM up 41% ($1.79B -> $2.53B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — SYCAMORE TREE CAPITAL PARTNERS, L.P. crossed $1B in regulatory AUM ($968.3M -> $1.79B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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