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DURATION CAPITAL PARTNERS LLC

NEW YORK, NY · CRD 329842 · IAPD ↗ · durationcapitalpartners.com · (646) 303-7130

$5.11BRegulatory AUM
14Advisory reps
18Employees
0Clients
n/aPlanning clients
17Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — DURATION CAPITAL PARTNERS LLC reported RAUM up 26% ($3.34B -> $4.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
December 2024 — DURATION CAPITAL PARTNERS LLC now reports 14 private fund(s) ($3.49B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
September 2024 — DURATION CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
September 2024 — DURATION CAPITAL PARTNERS LLC now reports custody of client assets ($6.67B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
65
September 2024 — DURATION CAPITAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
72
September 2024 — DURATION CAPITAL PARTNERS LLC grew from 2 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
May 2024 — DURATION CAPITAL PARTNERS LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.