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APHIAS CAPITAL, L.P.

SAN FRANCISCO, CA · CRD 336255 · IAPD ↗ · aphias.com · 415-320-1644

$675.8MRegulatory AUM
11Advisory reps
13Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — APHIAS CAPITAL, L.P. crossed $500M in regulatory AUM ($350.0M -> $542.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
January 2026 — APHIAS CAPITAL, L.P.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
53
December 2025 — APHIAS CAPITAL, L.P. now reports custody of client assets ($700.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
56
December 2025 — APHIAS CAPITAL, L.P. grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
December 2025 — APHIAS CAPITAL, L.P. now reports 2 private fund(s) ($350.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
August 2025 — APHIAS CAPITAL, L.P. (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 8 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.