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DAUNTLESS CAPITAL PARTNERS LLC

HOUSTON, TX · CRD 322380 · IAPD ↗ · dauntlesscapital.com · 202-656-1250

$283.5MRegulatory AUM
7Advisory reps
13Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
April 2025 — DAUNTLESS CAPITAL PARTNERS LLC reported RAUM up 32% ($176.8M -> $232.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
27
April 2024 — DAUNTLESS CAPITAL PARTNERS LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — DAUNTLESS CAPITAL PARTNERS LLC reported RAUM up 41% ($100.9M -> $142.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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