AdvisorCensus / Financial advisors / California / Los Angeles / Twenty-Five Capital Partners
Twenty-Five Capital Partners
Filed as TWENTY-FIVE CAPITAL PARTNERS · Legal name Twenty-Five Capital Partners, LLC
Twenty-Five Capital Partners is a state-registered investment advisory firm in Newport Beach, CA, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.
Quick answers
From the filingHow is Twenty-Five Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), Twenty-Five Capital Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Twenty-Five Capital Partners located?
Twenty-Five Capital Partners' principal office is in Newport Beach, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Twenty-Five Capital Partners registered with the SEC or a state?
Twenty-Five Capital Partners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338735.
How much does Twenty-Five Capital Partners manage?
Twenty-Five Capital Partners reports $54,579,624 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).
What types of clients does Twenty-Five Capital Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (20).
Does Twenty-Five Capital Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338735
What changed in Twenty-Five Capital Partners' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $0 to $54,579,624. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$54,579,624 as of October 2026, filing dated May 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Twenty-Five Capital Partners, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $0 to $54,579,624.
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Employees performing advisory functions went from 2 to 3.
- Added an office in Newport Beach, CA.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Twenty-Five Capital Partners (CRD 338735): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/twenty-five-capital-partners-newport-beach-ca-338735