Egis Capital Partners LP: new SEC registration, $161M AUM, Summit, NJ
Egis Capital Partners LP (Summit, New Jersey): new SEC registration, $161M AUM, Summit, NJ. Its amount of 161 is above the median of 134 (60th percentile). Dated 107 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 161 · 60th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Egis Capital Partners LP |
| Legal name | Egis Capital Partners LP |
| CRD | 306123 |
| Status | Approved |
| Registered with the SEC | 2026-07-20 |
| Latest Form ADV filing | 2026-07-13 |
| Location | Summit, NJ, United States |
| Regulatory AUM | $160,831,523 |
| Accounts | 5 |
| Employees | 4 |
| Website | https://egiscapitalpartners.com |
| amount percentile | 60th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-20
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · Tap Root Capital Management LP · West Horizon Capital · Certum Group · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Egis Capital Partners LP and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Egis Capital Partners LP's amount: 60th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $161M under management.
- Website on file.
What is the NewRiaPulse record for Egis Capital Partners LP in Summit, New Jersey?
Egis Capital Partners LP received SEC registration as an investment adviser (2026-07-20) with $160,831,523 in regulatory assets under management, based in Summit, NJ.
How does Egis Capital Partners LP compare to other New Jersey NewRiaPulse records?
Its amount of 161 sits in the upper half (60th percentile) of 1,149 records; the median is 134. It is 107 days old; check the official source for later updates before acting.
Egis Capital Partners LP vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Egis Capital Partners LP | Summit, NJ | 161 | 60th | 2026-07-20 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.