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PORTMAN SQUARE CAPITAL LLP

LONDON, United Kingdom · CRD 319011 · IAPD ↗ · portmansquarecapital.com · 44 203 627 6800

$4.58BRegulatory AUM
6Advisory reps
27Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

37
June 2026 — PORTMAN SQUARE CAPITAL LLP reported RAUM up 36% ($3.36B -> $4.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
June 2025 — PORTMAN SQUARE CAPITAL LLP shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
July 2024 — PORTMAN SQUARE CAPITAL LLP reported RAUM up 155% ($1.63B -> $4.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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