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ANNAPURNA CAPITAL MANAGEMENT LP

WEST PALM BEACH, FL · CRD 331282 · IAPD ↗ · annapurnacm.com · 561-328-2235

$267.2MRegulatory AUM
4Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
December 2024 — ANNAPURNA CAPITAL MANAGEMENT LP (WEST PALM BEACH, FL) left the SEC roster (was $267.2M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
November 2024 — ANNAPURNA CAPITAL MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
53
October 2024 — ANNAPURNA CAPITAL MANAGEMENT LP now reports custody of client assets ($534.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
October 2024 — ANNAPURNA CAPITAL MANAGEMENT LP now reports 2 private fund(s) ($267.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2024 — ANNAPURNA CAPITAL MANAGEMENT LP (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.