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

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$54.6MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$54.6M

Private client RAUM

$54.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$18.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

172

Individual clients

51

High net worth clients

20

SEC number

801-134731

CRD

338735

Filings on the tape

4

First filed

Nov 26, 2025

Latest filed

Apr 30, 2026

Organised

Limited Liability Company, CA

Website

twenty-fivecapital.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:890cac1e-9e58-787e-8e7b-0a2b2fb009cd

First observed

Nov 26, 2025

Last observed

Apr 30, 2026 4 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.