← Tributary

MILLBANK DARTMOOR PORTSMOUTH LLC

ASHEVILLE, NC · CRD 311046 · IAPD ↗ · mdpvol.com · 828-499-7222

$263.2MRegulatory AUM
2Advisory reps
3Employees
4Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2024 — MILLBANK DARTMOOR PORTSMOUTH LLC reported RAUM down 44% ($308.5M -> $172.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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