# Twenty-Five Capital Partners

> 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.

- CRD: 338735
- Filed as: TWENTY-FIVE CAPITAL PARTNERS
- Legal name: Twenty-Five Capital Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338735
- AdvisorCensus page: https://advisorcensus.com/firm/twenty-five-capital-partners-newport-beach-ca-338735

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $54,579,624
- Discretionary: $54,579,624
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $7,957,492 |
| High net worth individuals | 20 | $46,622,132 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Newport Beach, CA

### Websites listed on Form ADV (Item 1.I)
- twenty-fivecapital.com

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twenty-Five Capital Partners (CRD 338735): Form ADV filing data as of October 2026.