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TRIPOST CAPITAL PARTNERS LLC

NEW YORK, NY · CRD 293282 · IAPD ↗ · 212-758-1666

$1.45BRegulatory AUM
18Advisory reps
24Employees
0Clients
n/aPlanning clients
16Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — TRIPOST CAPITAL PARTNERS LLC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2025 — TRIPOST CAPITAL PARTNERS LLC grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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