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TRISPAN (USA) LLC

NEW YORK, NY · CRD 305501 · IAPD ↗ · 1 646 586 2194

$1.13BRegulatory AUM
10Advisory reps
11Employees
0Clients
n/aPlanning clients
20Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — TRISPAN (USA) LLC crossed $1B in regulatory AUM ($982.5M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
52
April 2025 — TRISPAN (USA) LLC reported RAUM up 49% ($659.0M -> $982.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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