TWENTY-FIVE CAPITAL PARTNERS

TWENTY-FIVE CAPITAL PARTNERS, LLC

CRD 338735 · SEC 801-134731

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417 29TH STREET, NEWPORT BEACH, CA, 92663, United States

Phone

9498492992

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$54.6M

Discretionary AUM

$54.6M

Team

3 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-14

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersTAX & WEALTH STRUCTURING, ESTATE & LEGACY PLANNING

Client types

Type	Clients	AUM
Individuals	51	$8.0M
High net worth individuals	20	$46.6M

All web addresses on file

https://twenty-fivecapital.com/

Official SEC filing: View on IAPD