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SAOTHAIR CAPITAL PARTNERS

WAYNE, PA · CRD 328192 · IAPD ↗ · 484-658-3100

$500.7MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SAOTHAIR CAPITAL PARTNERS crossed $500M in regulatory AUM ($163.3M -> $500.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
80
August 2025 — SAOTHAIR CAPITAL PARTNERS (WAYNE, PA) is newly SEC-registered with $163.3M RAUM and 5 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.