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TALL TREE INVESTMENT MANAGEMENT, LLC

WARRENVILLE, IL · CRD 160035 · IAPD ↗ · talltreeim.com · 312-224-7822

$235.3MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2025 — TALL TREE INVESTMENT MANAGEMENT, LLC (WARRENVILLE, IL) left the SEC roster (was $235.3M RAUM, 6 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
30
April 2024 — TALL TREE INVESTMENT MANAGEMENT, LLC reported RAUM down 39% ($387.6M -> $235.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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