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CAPVEST PARTNERS, INC.

NEW YORK, NY · CRD 324459 · IAPD ↗ · 212-430-1400

$10.25BRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

62
April 2026 — CAPVEST PARTNERS, INC. grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2026 — CAPVEST PARTNERS, INC. reported RAUM up 89% ($5.42B -> $10.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — CAPVEST PARTNERS, INC. grew from 6 to 8 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.