← Tributary

KDM CAPITAL LLC

· CRD 285763 · IAPD ↗ · kdmcapital.com · (646) 844-0238

$72.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — KDM CAPITAL LLC (location n/a) left the SEC roster (was $72.3M RAUM, 1 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
63
March 2025 — KDM CAPITAL LLC reported RAUM up 41% ($51.4M -> $72.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — KDM CAPITAL LLC reported RAUM up 77% ($29.0M -> $51.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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