TWENTY-FIVE CAPITAL PARTNERS

RIASEC RegisteredEst. 2025

Total AUM

$54.6M

Discretionary

$54.6M

100% of AUM

Avg account

$317K

Accounts

172

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 338735
Registered since: November 24, 2025
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.42%
Individuals14.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Twenty-Five Capital Partners is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm focuses on serving individual and family clients and positions itself as a capital allocator, combining financial planning with discretionary portfolio management for individuals, small businesses, and institutions. It also performs manager selection for third-party advisers. The firm charges a mix of percentage-of-assets and fixed fees. It does not identify as an active ESG investor and is not reported as a multi-state adviser. Ownership is listed as a combination of a domestic entity and an individual.