← Tributary

HEARD CAPITAL LLC

CHICAGO, IL · CRD 297176 · IAPD ↗ · heardcapital.com · 312-786-5210

$2.40BRegulatory AUM
5Advisory reps
10Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — HEARD CAPITAL LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — HEARD CAPITAL LLC reported RAUM up 25% ($1.91B -> $2.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — HEARD CAPITAL LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — HEARD CAPITAL LLC reported RAUM up 64% ($1.01B -> $1.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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