← Tributary

8 KNOTS MANAGEMENT, LLC

DALLAS, TX · CRD 305473 · IAPD ↗ · 646-379-0396

$2.03BRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
August 2026 — 8 KNOTS MANAGEMENT, LLC (DALLAS, TX) left the SEC roster (was $2.03B RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — 8 KNOTS MANAGEMENT, LLC crossed $1B in regulatory AUM ($894.5M -> $1.81B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — 8 KNOTS MANAGEMENT, LLC crossed $500M in regulatory AUM ($259.9M -> $894.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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