← Tributary

INVERDALE CAPITAL MANAGEMENT, LLC

DALLAS, TX · CRD 165861 · IAPD ↗ · inverdalecapital.com · 214.871.2900

$81.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — INVERDALE CAPITAL MANAGEMENT, LLC (DALLAS, TX) left the SEC roster (was $81.8M 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
50
July 2024 — INVERDALE CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — INVERDALE CAPITAL MANAGEMENT, LLC reported RAUM down 37% ($130.9M -> $81.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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