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| Keyboard |
| Twenty-Five Capital Partners LLC
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|---|---|
| CRD # | 338735 |
| SEC # | 801-134731 |
| CIK # | |
| AUM | 54.6 M (2026-04-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-849-2992 |
| Address | 417 29th Street Newport Beach, CA 92663 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 8.0 |
| (b) Individuals (high net worth individuals) | 20 | 46.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 172 | 54.6 |
| By Discretionary | ||
| Discretionary | 172 | 54.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 172 | 54.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 53.5 | |
| Total | 172 | 54.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Paulo Financial Advisors LLC
✚
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57.0 M | |
|
Groesbeck Investment Management Corp
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|
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NY | 54.5 M |
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Valorem LLC
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|
Constitution Wealth LLC
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|
Westpark Capital Inc
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CA | 53.1 M |
|
Sky Vision Wealth Management Corp
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CA | 52.8 M |
|
Royale Asset Management LLC
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|
52.7 M | |
|
Wealthpro LLC
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|
52.4 M | |
|
Family Dynasty Advisors LLC
✚
|
TX | 52.3 M |