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GLIDE CAPITAL

MIAMI, FL · CRD 288592 · IAPD ↗ · glideplatform.com · 305-783-3316

$328.5MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
7States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — GLIDE CAPITAL now reports custody of client assets ($3.50B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
33
April 2025 — GLIDE CAPITAL reported RAUM down 61% ($953.4M -> $370.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — GLIDE CAPITAL notice-filed in CA, GA, NM, NY, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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