← Tributary

776 MANAGEMENT, LLC

· CRD 311918 · IAPD ↗ · 424-218-6278

$1.35BRegulatory AUM
6Advisory reps
15Employees
0Clients
n/aPlanning clients
31Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — 776 MANAGEMENT, LLC crossed $1B in regulatory AUM ($923.7M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
56
April 2024 — 776 MANAGEMENT, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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