← Tributary

CIVC PARTNERS

CHICAGO, IL · CRD 157330 · IAPD ↗ · civc.com · (312) 873-7300

$2.33BRegulatory AUM
23Advisory reps
32Employees
0Clients
0Planning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2024 — CIVC PARTNERS grew from 19 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — CIVC PARTNERS reported RAUM up 103% ($1.12B -> $2.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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