50T FUNDS
NEW YORK, NY · CRD 313081 · IAPD ↗ · 203-441-7300
$1.36BRegulatory AUM
12Advisory reps
17Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
50
February 2026 — 50T FUNDS (NEW YORK, NY) left the SEC roster (was $1.36B RAUM, 12 reps).
Recruiting & transitionsM&A & valuation
45
December 2025 — 10T HOLDINGS, LLC is now doing business as 50T FUNDS.
Marketing & brandCRM
35
April 2025 — 10T HOLDINGS, LLC moved its main office from GREENWICH, CT to NEW YORK, NY.
Office IT & facilitiesMarketing & brand
40
April 2025 — 10T HOLDINGS, LLC added office(s): 1 -> 2 additional locations.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — 10T HOLDINGS, LLC added office(s): 0 -> 1 additional locations.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2024 — 10T HOLDINGS, LLC grew from 10 to 12 advisory reps.
CRMRecruiting & transitionsComplianceFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.