← Tributary

ANZU PARTNERS, LLC

TAMPA, FL · CRD 288985 · IAPD ↗ · 202 742 5870

$1.08BRegulatory AUM
9Advisory reps
49Employees
0Clients
n/aPlanning clients
22Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — ANZU PARTNERS, LLC crossed $1B in regulatory AUM ($975.9M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
32
April 2025 — ANZU PARTNERS, LLC notice-filed in GA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — ANZU PARTNERS, LLC shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — ANZU PARTNERS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — ANZU PARTNERS, LLC crossed $1B in regulatory AUM ($974.9M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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