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ANTHELION CAPITAL PARTNERS LLC

NEW YORK, NY · CRD 328009 · IAPD ↗ · 212 339 1900

$3.55BRegulatory AUM
7Advisory reps
16Employees
0Clients
n/aPlanning clients
9Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — ANTHELION CAPITAL PARTNERS LLC reported RAUM up 68% ($1.88B -> $3.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2025 — ANTHELION CAPITAL PARTNERS LLC reported RAUM up 49% ($1.27B -> $1.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2024 — ANTHELION CAPITAL PARTNERS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — ANTHELION CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
February 2024 — ANTHELION CAPITAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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