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ASCRIBE MANAGEMENT LLC

NEW YORK, NY · CRD 160650 · IAPD ↗ · american-securities.com · 212-476-8000

$252.4MRegulatory AUM
4Advisory reps
12Employees
0Clients
1-10Planning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
March 2025 — ASCRIBE MANAGEMENT LLC (NEW YORK, NY) left the SEC roster (was $252.4M 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
58
April 2024 — ASCRIBE MANAGEMENT LLC reported RAUM up 282% ($66.1M -> $252.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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