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SURGOCAP PARTNERS LP

NEW YORK, NY · CRD 323078 · IAPD ↗ · surgocap.com · 646-974-6340

$7.35BRegulatory AUM
12Advisory reps
28Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SURGOCAP PARTNERS LP reported RAUM up 52% ($4.83B -> $7.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2026 — SURGOCAP PARTNERS LP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2025 — SURGOCAP PARTNERS LP reported RAUM up 61% ($2.99B -> $4.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — SURGOCAP PARTNERS LP reported RAUM up 50% ($1.99B -> $2.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — SURGOCAP PARTNERS LP grew from 8 to 10 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.