← Tributary

CHANNEL INVESTMENT PARTNERS

· CRD 308031 · IAPD ↗ · channelinvestmentpartners.com · 571-721-1852

$7.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — CHANNEL INVESTMENT PARTNERS reported RAUM down 78% ($34.4M -> $7.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
April 2025 — CHANNEL INVESTMENT PARTNERS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — CHANNEL INVESTMENT PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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