← Tributary

MINOT CAPITAL, LP

BROOMFIELD, CO · CRD 126668 · IAPD ↗ · minotcap.com · 720-465-9200

$2.13BRegulatory AUM
2Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
December 2024 — MINOT CAPITAL, LP (BROOMFIELD, CO) left the SEC roster (was $2.13B RAUM, 2 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
45
April 2024 — MINOT CAPITAL, LP shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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