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P.A.W. CAPITAL PARTNERS, LP
CRD 161094File 801-74083
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$166.8M
Bottom 25% of cohort (national)
Discretionary AUM
$166.8M
Clients
56
57 accounts
Employees
3
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 1, 2012
- Principal office
- 5 GREENWICH OFFICE PARK, 4TH FLOOR, GREENWICH, CT, 06831
- Phone
- 203-862-3300
- Website
- HTTPS://WWW.PAWPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $166.8M
- Discretionary AUM
- $166.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 57
- Non-discretionary accounts
- 0
- Total accounts
- 57
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $54.4M |
| Pooled investment vehicles | 1 | $81.8M |
| Individuals (other than high net worth individuals) | 28 | $8.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C3
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 57 | 56 | decreased by1 |
| Apr 1, 2026 | AUM | $168,178,574 | $166,836,829 | decreased by$1,341,745 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52 | 57 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $210,300,694 | $168,178,574 | decreased by$42,122,120 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52 | 57 | increased by5 |
| Apr 1, 2022 | Clients | 49 | 52 | increased by3 |
| Apr 1, 2022 | AUM | $215,997,180 | $210,300,694 | decreased by$5,696,486 |
| Apr 1, 2022 | Accounts | 49 | 52 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.