Twenty-Five Capital Partners logo

Twenty-Five Capital Partners

Updated today

Client assets under management

$54,579,624

Clients

71

28% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

24

Low

Average account size

$768,727

About

Twenty‑Five Capital Partners provides discretionary investment management, financial planning, tax and wealth‑structuring consulting, and estate and legacy planning to a mix of clients including individuals, trusts, retirement plans, and business entities. The firm also offers access to separately managed accounts through independent managers and sponsors a wrap fee program.

Its investment process combines top‑down macroeconomic analysis with bottom‑up security selection and typically uses a core‑and‑satellite portfolio structure that can blend indexed, tax‑efficient, and active strategies. Portfolios are tailored to client objectives and monitored continuously, with formal reviews at least quarterly and ongoing oversight of any third‑party SMA allocations.

Distinctive features include a recent transition from SEC to state registration after assets under management moved below the SEC threshold, and the firm’s reporting of all client assets as discretionary (approximately $54.6 million) with no non‑discretionary AUM. The firm also embeds tax and estate‑planning consulting within its asset‑based advisory services and sponsors a wrap program, while stating it does not receive referral compensation from recommended independent managers.

Client services

Financial planning Portfolio management Selection of other advisers
Tax & wealth structuring, estate & legacy planning

Expertise

Tax-loss harvesting Passive / index investing Active portfolio management Concentrated stock management

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Fee options

Percentage

Less than $1MM - $1MM: 1% $1MM - $5MM: 0.80% $5MM+: Negotiable

Main office location

Twenty-Five Capital Partners

417 29 Th Street

Newport Beach CA 92663, United States

Number of offices

2

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Antoine L

Series 66

Newport Beach, CA

Twenty-Five Capital Partners

Antoine Lena is a financial advisor at Twenty-Five Capital Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and UBS Financials. Outside of his advisory role, he oversees a family investment LLC focused on managing his family's assets. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management services to institutional and pooled-vehicle clients, and sponsors a wrap fee program. The firm employs a core-satellite investment approach that integrates top-down macroeconomic analysis with bottom-up security selection across public and private markets.

Tax-loss harvesting Passive / index investing Active portfolio management Concentrated stock management
user avatar

Donald C

Series 63, Series 65

Newport Beach, CA

Twenty-Five Capital Partners

Donald Campbell is a financial advisor at Twenty-Five Capital Partners with 28 years of experience in the industry. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 licenses. Twenty-Five Capital Partners is an investment manager serving institutional and pooled-vehicle clients, offering discretionary and non-discretionary investment management alongside sponsorship and portfolio management of a wrap fee program. The firm employs a core-satellite investment approach that integrates top-down macroeconomic analysis with bottom-up security selection across public and private markets.

Tax-loss harvesting Passive / index investing Active portfolio management Concentrated stock management
user avatar

Derek C

Series 66

Newport Beach, CA

Twenty-Five Capital Partners

Derek Campbell is a financial advisor at Twenty-Five Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at firms including Beacon Pointe Advisors, Bridge Advisory, and Morgan Stanley Smith Barney. Prior to his advisory roles, he was involved with the Colombian Professional Baseball League and the Philadelphia Phillies. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management for institutional and pooled-vehicle clients, sponsoring a wrap fee program. The firm uses a core-satellite investment approach combining top-down macroeconomic analysis with bottom-up security selection across public and private markets.

Tax-loss harvesting Passive / index investing Active portfolio management Concentrated stock management
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