Twenty-Five Capital Partners logo

Twenty-Five Capital Partners

Updated today

Client AUM

$54,579,624

Clients

71

Advisors

3

of 3 employees

About

Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to a mix of client types identified in its brochure, including individuals, high‑net‑worth individuals, trusts, retirement plans, and corporate entities. The firm also sponsors a wrap‑fee program and offers implementation services that include ETF and mutual fund allocations as well as access to private placements and other alternative investments.

Its investment process blends top‑down macroeconomic analysis with bottom‑up security selection and uses a core‑and‑satellite framework that combines indexed, tax‑efficient, and active strategies. Portfolios are implemented pursuant to a written Investment Policy Statement, monitored continuously with formal reviews at least quarterly, and may utilize margin or third‑party managers where appropriate.

Distinctive disclosures in the brochure include sponsorship of a wrap program executed through Fidelity and Charles Schwab, an explicit policy against performance‑based fees, and a proxy‑voting approach that leaves voting decisions to clients. The ADV also reports zero discretionary and non‑discretionary assets under management as of October 9, 2025 and notes a recent change to state registration in California, which together suggest the firm is in an early or transitional operational stage relative to larger peers.

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 Private / alternative investments

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Fee options

Fixed

Flat fees reported by SEC but not specifically detailed in the brochure.

Percentage

Less than $1,000,000 - $1,000,000: 1% $1,000,000 - $5,000,000: 0.80% $5,000,000+: Negotiable

Main office

417 29th Street

Newport Beach CA 92663

Advisors at this office

3

Most active in

California

Also doing business as

Twenty Five Capital Partners · Twenty Five Capital Partners, LLC

Disclosures

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

Business activities & affiliations

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Advisors at this firm

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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 Private / alternative investments
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 42 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC, where he spent 14 and 11 years respectively. He holds Series 63 and Series 65 designations. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm combines top-down macroeconomic analysis with bottom-up security selection in a core-and-satellite framework, offering access to ETFs, mutual funds, private placements, and alternative investments.

Tax-loss harvesting Passive / index investing Active portfolio management Private / alternative investments
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 seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Morgan Stanley Smith Barney LLC and Beacon Pointe Advisors, LLC. Before entering financial services, he was involved with the Philadelphia Phillies and the Colombian Professional Baseball League. Twenty-Five Capital Partners provides discretionary and non-discretionary investment management and portfolio construction services to a range of clients, including individuals, high-net-worth individuals, trusts, retirement plans, and corporate entities. The firm’s investment approach combines top-down macroeconomic analysis with bottom-up security selection, using a core-and-satellite framework that incorporates indexed, tax-efficient, and active strategies.

Tax-loss harvesting Passive / index investing Active portfolio management Private / alternative investments
View complete list of advisors at this firm
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