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PROCAPITA PARTNERS, LLC
CRD 300292File 801-114941
APPROVED
Retail clients
Filing as of Apr 23, 2024
Feed vintage Oct 1, 2026
Regulatory AUM
$1.5M
Bottom 25% of cohort (national)
Discretionary AUM
$1.5M
Clients
14
14 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 4, 2019
- Principal office
- 230 W. 41ST ST, SUITE 1103, NEW YORK, NY, 10036
- Phone
- (212) 364-5585
- Website
- https://www.procapita.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.5M
- Discretionary AUM
- $1.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $105K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 14 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 2 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 69 | 14 | decreased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $45,116,872 | $1,469,000 | decreased by$43,647,872 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 125 | 14 | decreased by111 |
| May 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2022 | Clients | 12 | 69 | increased by57 |
| May 1, 2022 | AUM | $31,083,644 | $45,116,872 | increased by$14,033,228 |
| May 1, 2022 | Accounts | 17 | 125 | increased by108 |
| Jan 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Jul 1, 2021 | Employees | 6 | 7 | increased by1 |
| May 1, 2021 | Clients | 47 | 12 | decreased by35 |
| May 1, 2021 | AUM | $12,824,336 | $31,083,644 | increased by$18,259,308 |
| May 1, 2021 | Accounts | 48 | 17 | decreased by31 |
| 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 “PROCAPITA PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROCAPITA 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.