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IRTH CAPITAL MANAGEMENT, LP

NEW YORK, NY · CRD 330696 · IAPD ↗ · irth.capital · 212-597-2476

$218.3MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
December 2024 — IRTH CAPITAL MANAGEMENT, LP now reports custody of client assets ($404.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
December 2024 — IRTH CAPITAL MANAGEMENT, LP grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — IRTH CAPITAL MANAGEMENT, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
December 2024 — IRTH CAPITAL MANAGEMENT, LP now reports 1 private fund(s) ($51.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
August 2024 — IRTH CAPITAL MANAGEMENT, LP (location n/a) 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.