← Tributary

COEFFICIENT CAPITAL

NEW YORK, NY · CRD 299097 · IAPD ↗ · coefficientcap.com · 212-653-0046

$734.6MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
October 2026 — COEFFICIENT CAPITAL (NEW YORK, NY) is newly SEC-registered with $734.6M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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