← Tributary

DERBEND ASSET MANAGEMENT

PEACHTREE CITY, GA · CRD 124463 · IAPD ↗ · 770-631-4007

$290.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — DERBEND ASSET MANAGEMENT (PEACHTREE CITY, GA) left the SEC roster (was $290.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
68
March 2024 — DERBEND ASSET MANAGEMENT reported RAUM up 51% ($192.6M -> $290.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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