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SPRINGCOAST CAPITAL PARTNERS, L.P.

NEW YORK, NY · CRD 327164 · IAPD ↗ · springcoast.com · 212-857-6955

$1.49BRegulatory AUM
10Advisory reps
18Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — SPRINGCOAST CAPITAL PARTNERS, L.P. grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — SPRINGCOAST CAPITAL PARTNERS, L.P. crossed $1B in regulatory AUM ($861.6M -> $1.49B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
August 2024 — SPRINGCOAST CAPITAL PARTNERS, L.P. (NEW YORK, NY) is newly SEC-registered with $713.8M RAUM and 8 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.