← Tributary

ALIYA CAPITAL PARTNERS LLC

MIAMI, FL · CRD 305988 · IAPD ↗ · 305-831-4999

$5.34BRegulatory AUM
6Advisory reps
18Employees
0Clients
0Planning clients
104Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ALIYA CAPITAL PARTNERS LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2026 — ALIYA CAPITAL PARTNERS LLC reported RAUM up 162% ($1.98B -> $5.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2025 — ALIYA CAPITAL PARTNERS LLC reported RAUM up 97% ($1.00B -> $1.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — ALIYA CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — ALIYA CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($890.2M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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