← Tributary

HESTIA CAPITAL MANAGEMENT, LLC

CRANBERRY TOWNSHIP, PA · CRD 314650 · IAPD ↗ · hestiacapital.com · (878) 217-4800

$131.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — HESTIA CAPITAL MANAGEMENT, LLC (CRANBERRY TOWNSHIP, PA) left the SEC roster (was $131.9M RAUM, 1 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
47
April 2025 — HESTIA CAPITAL MANAGEMENT, LLC reported RAUM up 36% ($96.8M -> $131.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
March 2024 — HESTIA CAPITAL MANAGEMENT, LLC reported RAUM down 28% ($133.7M -> $96.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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