Analog Capital Partners Llc
- Regulatory AUM
- $92.8M
- Discretionary
- $92.8M
- Clients
- 173
- Avg AUM / client
- $536K
- Accounts
- 493
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 152 | $49.7M | 53.6% |
| High net worth individuals | 21 | $43.0M | 46.4% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Billy Anil Desai | Registered representative | CFA | Jul 2020 (6y) | |
| Jonathan Ryan White | Registered representative | Feb 2021 (6y) | ||
| Daniel Earl Adams | Registered representative | Mar 2021 (6y) | ||
| Thomas Brent Mott | Registered representative | Feb 2022 (5y) | ||
| Jeff Avery Pomerantz | Registered representative | Mar 2022 (5y) | ||
| Benjamin Henry Dorsey | Registered representative | CFP Personal Financial Specialist | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Apex Clearing $61.5M (66% of AUM) Feb 2026
- Folio Investments, Inc. $27.3M (29% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 15, 2026.
View current Form ADV (SEC/IAPD) ↗