T
CRD: 338735
Twenty-Five Capital Partners
$54.6M Total AUM
$54.6M Disc. AUM
-- 3Y CAGR
3 Employees
71 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2026
- Office Locations
- 1
Office Locations
417 29th Street Newport Beach CA
About Twenty-Five Capital Partners
Twenty-Five Capital Partners is a Newport Beach-based RIA. The firm has been operating for 0 years. Managing $54.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
49 AVG AGE
$18.2M AVG AUM / ADVISOR
$768.7K AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Derek Alexander Campbell
Chief Executive Officer, Chief Operating Officer
- CRD
- #6424489
- Ownership
- Less than 5%
Available
Available
Available
Antoine Andre Maurice Lena
Chief Compliance Officer, Chief Financial Officer, Chief Investment Officer
- CRD
- #6902444
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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DONALD PATRICK CAMPBELL
--
- CRD
- #1268653
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,579,624 | $317,323 |
| Non-Discretionary | $0 | -- |
| Total | $54,579,624 | $317,323 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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