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V29 CAPITAL MANAGEMENT, LLC

· CRD 338081 · IAPD ↗ · v29capitalmanagement.com · 203-994-9016

$166.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
February 2026 — V29 CAPITAL MANAGEMENT, LLC now reports custody of client assets ($332.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
February 2026 — V29 CAPITAL MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
February 2026 — V29 CAPITAL MANAGEMENT, LLC now reports 2 private fund(s) ($166.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
December 2025 — V29 CAPITAL MANAGEMENT, LLC (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.