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SHAYNE & JACOBS, LLC

NASHVILLE, TN · CRD 109423 · IAPD ↗ · shayneandjacobs.com · 615/250-1600

$429.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — SHAYNE & JACOBS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — SHAYNE & JACOBS, LLC crossed $500M in regulatory AUM ($483.0M -> $561.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2024 — SHAYNE & JACOBS, LLC notice-filed in AL, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — SHAYNE & JACOBS, LLC reported RAUM up 45% ($334.3M -> $483.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2024 — SHAYNE & JACOBS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.