DAVID CAPITAL PARTNERS, LLC

CHICAGO, ILCRD #291910SEC #801-120509As of 2026-03-31

AUM Over Time

Discretionary

Non-Discretionary

At a Glance

Peak AUM	$355.8MMar 2022
AUM CAGR	-23.7% /yrover 5 yrs · 15 filings

Contact & Location

Address

737 N. MICHIGAN AVENUE
CHICAGO IL 60611

Phone

(312) 878-0260

Filing History

15 ADV Part 1 submissions

Growth

AUM Growth Rate (Annualized YoY %)

Firm Profile

Normalized 0–100 scores across six dimensions.

Average Account Size

AUM per Employee

Headcount Over Time

Total Employees

Advisory Staff

Clients

Client Account Growth

Total Accounts

Discretionary

Non-Discretionary

Client Type Mix Over Time

Pooled Vehicles

Risk & Structure

Regulatory Disclosures

✓ Clean RecordNo regulatory disclosures

Structure

No related registrations reported

DAVID CAPITAL PARTNERS, LLC

CHICAGO, ILCRD #291910SEC #801-120509As of 2026-03-31

AUM Over Time

Discretionary

Non-Discretionary

At a Glance

Peak AUM	$355.8MMar 2022
AUM CAGR	-23.7% /yrover 5 yrs · 15 filings

Contact & Location

Address

737 N. MICHIGAN AVENUE
CHICAGO IL 60611

Phone

(312) 878-0260

Filing History

15 ADV Part 1 submissions

Growth

AUM Growth Rate (Annualized YoY %)

Firm Profile

Normalized 0–100 scores across six dimensions.

Average Account Size

AUM per Employee

Headcount Over Time

Total Employees

Advisory Staff

Clients

Client Account Growth

Total Accounts

Discretionary

Non-Discretionary

Client Type Mix Over Time

Pooled Vehicles

Risk & Structure

Regulatory Disclosures

✓ Clean RecordNo regulatory disclosures

Structure

No related registrations reported