This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

institutional managerderivedprivate_client_share=0.0 fund_share=0.19 institutional_share=0.81 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$338MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$338M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

7

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

7

Private funds

1Schedule D 7.B(1)

Custody, client assets

$65.8M

SEC number

801-119639

CIK

1873893

CRD

310762

Filings on the tape

11

First filed

Sep 16, 2020

Latest filed

Mar 23, 2026

Organised

Limited Liability Company, DE

Website

325capital.com

• Occurred

  Sep 16, 2020
  First Form ADV filing

  325 Capital filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7c0c3ff8-e8f7-7218-ef34-54fa2fb7cbf1

First observed

Sep 16, 2020

Last observed

Mar 23, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.