← Tributary

COINFUND MANAGEMENT LLC

NEW YORK, NY · CRD 312302 · IAPD ↗ · 646-934-6177

$766.0MRegulatory AUM
8Advisory reps
18Employees
0Clients
n/aPlanning clients
9Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
July 2026 — COINFUND MANAGEMENT LLC shrank from 15 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
July 2026 — COINFUND MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — COINFUND MANAGEMENT LLC grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — COINFUND MANAGEMENT LLC crossed $1B in regulatory AUM ($906.1M -> $1.04B).
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.