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MOTIVATE CAPITAL MANAGEMENT, LLC

CHICAGO, IL · CRD 314339 · IAPD ↗ · 312-857-8380

$183.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
14Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2024 — MOTIVATE CAPITAL MANAGEMENT, LLC (CHICAGO, IL) left the SEC roster (was $183.4M RAUM, 4 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

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