{
  "crd_number": 338735,
  "slug": "twenty-five-capital-partners-newport-beach-ca-338735",
  "primary_business_name": "TWENTY-FIVE CAPITAL PARTNERS",
  "legal_name": "TWENTY-FIVE CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-05-05",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-14",
  "carried_forward": false,
  "raum_total": 54579624.0,
  "raum_discretionary": 54579624.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 7957492.0,
      "count": 51
    },
    "high_net_worth_individuals": {
      "raum": 46622132.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://twenty-fivecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338735",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/twenty-five-capital-partners-newport-beach-ca-338735",
  "display_name": "Twenty-Five Capital Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Twenty-Five Capital Partners (CRD 338735): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Twenty-Five Capital Partners compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Twenty-Five Capital Partners located?",
      "a": "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)."
    },
    {
      "q": "Is Twenty-Five Capital Partners registered with the SEC or a state?",
      "a": "Twenty-Five Capital Partners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338735."
    },
    {
      "q": "How much does Twenty-Five Capital Partners manage?",
      "a": "Twenty-Five Capital Partners reports $54,579,624 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Twenty-Five Capital Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (20)."
    },
    {
      "q": "Does Twenty-Five Capital Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Twenty-Five Capital Partners' recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $54,579,624.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Added an office in Newport Beach, CA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/twenty-five-capital-partners-newport-beach-ca-338735.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 51,
      "fewer_than_5": false,
      "raum": 7957492.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 46622132.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338735",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}