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DAVERN CAPITAL PARTNERS, LP

NEW YORK, NY · CRD 323018 · IAPD ↗ · daverncapital.com · (646) 485-6541

$715.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — DAVERN CAPITAL PARTNERS, LP crossed $500M in regulatory AUM ($57.5M -> $715.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
80
December 2025 — DAVERN CAPITAL PARTNERS, LP (NEW YORK, NY) is newly SEC-registered with $57.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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