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

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$768,727

About

Twenty-Five Capital Partners provides discretionary portfolio management, financial planning, tax and wealth-structuring, and estate and legacy consulting to a client base of 71 relationships, managing roughly $54.6 million in discretionary assets and sponsoring a wrap-fee program. The firm describes services for a range of client types (trusts, retirement plans, corporations and similar entities) and implements investment advisory agreements that govern discretionary or non-discretionary authority.

The firm’s investment process combines a top-down macroeconomic framework with bottom-up security selection and constructs core–satellite portfolios that blend indexed, tax-efficient, and active management approaches. TFCP formalizes client objectives with an Investment Policy Statement, monitors accounts at least quarterly, and coordinates with outside tax, legal, and trust professionals when delivering tax and estate-related advice.

Distinctive features include the firm’s recent transition from SEC to state registration after regulatory assets under management fell below the SEC threshold, its relatively small advisor team and fully discretionary asset base (the firm reports $0 in non-discretionary AUM), and the inclusion of tax and estate structuring within its asset-based advisory services rather than as standalone offerings. Compared with many supported peers that primarily serve retail individuals, TFCP’s brochure and program structure signal a heavier orientation toward institutional, fiduciary, and advisory relationships (including wrap-fee and third-party professional coordination).

Client services

Financial planning Portfolio management
Tax & wealth structuring, estate & legacy planning

Expertise

Tax-loss harvesting Wealth management Active portfolio management Passive / index investing

Fee options

Percentage

Less than $1MM - $1,000,000: 1% annually $1,000,000 - $5,000,000: 0.80% annually $5,000,000+: 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 Wealth management Active portfolio management Passive / index investing
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 Wealth management Active portfolio management Passive / index investing
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 Wealth management Active portfolio management Passive / index investing
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