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SALUDA GRADE ASSET MANAGEMENT LLC

NEW YORK, NY · CRD 304725 · IAPD ↗ · saludagrade.com · 1 646 974 8560

$5.83BRegulatory AUM
19Advisory reps
51Employees
0Clients
n/aPlanning clients
9Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

34
December 2025 — SALUDA GRADE ASSET MANAGEMENT LLC notice-filed in GA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
December 2025 — SALUDA GRADE ASSET MANAGEMENT LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
December 2025 — SALUDA GRADE ASSET MANAGEMENT LLC reported RAUM up 62% ($3.63B -> $5.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2025 — SALUDA GRADE ASSET MANAGEMENT LLC reported RAUM up 39% ($2.61B -> $3.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — SALUDA GRADE ASSET MANAGEMENT LLC grew from 14 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — SALUDA GRADE ASSET MANAGEMENT LLC reported RAUM up 109% ($1.25B -> $2.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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