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PREVATT CAPITAL LTD

NASSAU, Bahamas, The · CRD 311895 · IAPD ↗ · prevattcapital.com · 646 652 0738

$571.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2025 — PREVATT CAPITAL LTD crossed $500M in regulatory AUM ($416.7M -> $517.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
43
April 2024 — PREVATT CAPITAL LTD reported RAUM up 403% ($82.9M -> $416.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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