← Tributary

X CUBED CAPITAL MANAGEMENT LLC

MINNEAPOLIS, MN · CRD 313966 · IAPD ↗ · 612-457-0070

$184.0MRegulatory AUM
5Advisory reps
9Employees
2Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
October 2026 — X CUBED CAPITAL MANAGEMENT LLC (MINNEAPOLIS, MN) left the SEC roster (was $184.0M RAUM, 5 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
30
May 2025 — X CUBED CAPITAL MANAGEMENT LLC reported RAUM down 34% ($257.0M -> $170.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — X CUBED CAPITAL MANAGEMENT LLC reported RAUM up 61% ($159.6M -> $257.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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