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BHARCAP PARTNERS, LLC

GREENWICH, CT · CRD 315679 · IAPD ↗ · bharcap.com · 203-489-7770

$3.24BRegulatory AUM
8Advisory reps
14Employees
1Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — BHARCAP PARTNERS, LLC reported RAUM up 40% ($2.31B -> $3.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
December 2025 — BHARCAP PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
54
April 2025 — BHARCAP PARTNERS, LLC reported RAUM up 47% ($1.57B -> $2.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — BHARCAP PARTNERS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — BHARCAP PARTNERS, LLC now reports 4 private fund(s) ($159.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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