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TWENTY-FIVE CAPITAL PARTNERS

NEWPORT BEACH, CA · CRD 338735 · IAPD ↗ · twenty-fivecapital.com · 9498492992

$54.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
June 2026 — TWENTY-FIVE CAPITAL PARTNERS (NEWPORT BEACH, CA) left the SEC roster — its 120-day provisional registration did not convert (was $54.6M RAUM, 3 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
60
April 2026 — TWENTY-FIVE CAPITAL PARTNERS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
61
April 2026 — TWENTY-FIVE CAPITAL PARTNERS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2026 — TWENTY-FIVE CAPITAL PARTNERS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
50
March 2026 — TWENTY-FIVE CAPITAL PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
December 2025 — TWENTY-FIVE CAPITAL PARTNERS (NEWPORT BEACH, CA) 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.