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MOTIVE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 285341 · IAPD ↗ · (212) 651-0200

$5.42BRegulatory AUM
29Advisory reps
103Employees
0Clients
n/aPlanning clients
37Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — MOTIVE CAPITAL MANAGEMENT, LLC shrank from 34 to 29 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — MOTIVE CAPITAL MANAGEMENT, LLC added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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