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

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$2.1BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$2.1B

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

17

Advisory employees

10

Offices

1Schedule D 1.F, beyond the principal office

Accounts

10

Private funds

3Schedule D 7.B(1)

Custody, client assets

$0

Relying advisers

2

SEC number

801-74063

CRD

161096

Filings on the tape

24

First filed

Feb 14, 2012

Latest filed

Mar 31, 2026

Organised

Limited Partnership, DE

• Occurred

  Mar 28, 2023
  Regulatory AUM changed

  Sir Capital Management L.P. reported RAUM $2.6B, up 38% from $1.9B (2022-07-27 to 2023-03-28)

  Form ADVobserved 5 days ago
  $724M
• Occurred

  Mar 29, 2022
  Regulatory AUM changed

  Sir Capital Management L.P. reported RAUM $1.9B, up 27% from $1.5B (2021-03-22 to 2022-03-29)

  Form ADVobserved 5 days ago
  $405M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3e8f0ab-179c-869a-e147-0eb39b6cc49e

First observed

Feb 14, 2012

Last observed

Mar 31, 2026 5 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.