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DARWIN ASSET MANAGEMENT, LLC

TAMPA, FL · CRD 310174 · IAPD ↗ · investwithdarwin.com · 813-579-4074

$1.01BRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
July 2024 — DARWIN ASSET MANAGEMENT, LLC (TAMPA, FL) left the SEC roster (was $1.01B RAUM, 3 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
37
February 2024 — DARWIN ASSET MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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