← Tributary

BEIRNE.

DARIEN, CT · CRD 167103 · IAPD ↗ · 203-701-8606

$2.26BRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — BEIRNE. moved its main office from SHELTON, CT to DARIEN, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
September 2026 — BEIRNE. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
August 2026 — BEIRNE. reported RAUM up 65% ($1.37B -> $2.26B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — BEIRNE. reported RAUM down 40% ($1.90B -> $1.14B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — BEIRNE. shrank from 11 to 6 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.