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MSR CAPITAL PARTNERS, LLC

NEW YORK, NY · CRD 318983 · IAPD ↗ · 212-336-0650

$5.04BRegulatory AUM
12Advisory reps
13Employees
0Clients
n/aPlanning clients
10Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
July 2025 — MSR CAPITAL PARTNERS, LLC reported RAUM up 27% ($3.60B -> $4.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
July 2024 — MSR CAPITAL PARTNERS, LLC grew from 10 to 12 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.