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CAP91 PARTNERS MANAGEMENT LLC

RICHMOND, VA · CRD 324057 · IAPD ↗ · 804-525-9249

$531.0MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — CAP91 PARTNERS MANAGEMENT LLC crossed $500M in regulatory AUM ($454.8M -> $502.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
50
April 2024 — CAP91 PARTNERS MANAGEMENT LLC reported RAUM up 40% ($325.8M -> $454.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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