Purpose Capital Management, LLC: new SEC registration, $2,000M AUM, Dallas, TX
Purpose Capital Management, LLC (Dallas, Texas): new SEC registration, $2,000M AUM, Dallas, TX. Its amount of 2,000 is top-decile (96th percentile of 1,225 records). Dated 28 days ago, it is in the active follow-up window. Score 85/100. As of 2026-11-04, 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: 2,000 · 96th percentile of 1,225 NewRiaPulse records · 14.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 91 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Purpose Capital Management, LLC |
| Legal name | Purpose Capital Management, LLC |
| CRD | 343181 |
| Status | Approved |
| Registered with the SEC | 2026-10-08 |
| Latest Form ADV filing | 2026-10-06 |
| Location | Dallas, TX, United States |
| Regulatory AUM | $2,000,084,786 |
| Accounts | 11 |
| Employees | 6 |
| Website | https://purposecapitalmgmt.com/ |
| amount percentile | 96th of 1,225 (median 135, 14.8x median) |
| Peer records CSV (92 TX 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: 2026-10-08
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Purpose Capital Management, LLC and 92 Texas peers
- Texas NewRiaPulse records like this one: 92
- Purpose Capital Management, LLC's amount: 96th percentile of 1,225 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Texas peer: $18,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
85 / 100 Score
- Registered in the last 60 days.
- $2,000M under management.
- Website on file.
What is the NewRiaPulse record for Purpose Capital Management, LLC in Dallas, Texas?
Purpose Capital Management, LLC received SEC registration as an investment adviser (2026-10-08) with $2,000,084,786 in regulatory assets under management, based in Dallas, TX.
How does Purpose Capital Management, LLC compare to other Texas NewRiaPulse records?
This is a top-decile record: its amount of 2,000 is 14.8x the median of 135 across 1,225 records. It is 28 days old, still within a typical 45-day follow-up window. Its Score of 85/100 puts it among the stronger signals in this feed.
Purpose Capital Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Purpose Capital Management, LLC | Dallas, TX | 2,000 | 96th | 2026-10-08 |
| Access Ventures | New York, NY | 1,879 | 96th | 2026-08-06 |
| Collaborative Fund Management LLC | New York, NY | 1,844 | 96th | 2026-09-25 |
| West Rim II Ugp, LLC | Lehi, UT | 1,770 | 96th | 2026-08-14 |
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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.