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9823 CAPITAL, LP

DALLAS, TX · CRD 324329 · IAPD ↗ · 9823.capital · 214-849-5800

$677.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
4Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — 9823 CAPITAL, LP now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
70
April 2025 — 9823 CAPITAL, LP crossed $500M in regulatory AUM ($117.9M -> $647.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
April 2024 — 9823 CAPITAL, LP now reports custody of client assets ($117.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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