SUBVERSIVE CAPITAL ADVISOR LLC
· CRD 316490 · IAPD ↗ · 212-461-4825
$31.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status
Filing changes
50
September 2024 — SUBVERSIVE CAPITAL ADVISOR LLC (location n/a) left the SEC roster (was $31.1M RAUM, 2 reps).
Recruiting & transitionsM&A & valuation
60
April 2024 — SUBVERSIVE CAPITAL ADVISOR LLC reported RAUM up 138% ($13.1M -> $31.1M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.