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TANGENCY CAPITAL INVESTMENT ADVISORY LTD.

HAMILTON, Bermuda · CRD 316597 · IAPD ↗ · 4412958478

$3.45BRegulatory AUM
2Advisory reps
13Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — TANGENCY CAPITAL INVESTMENT ADVISORY LTD. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
43
April 2026 — TANGENCY CAPITAL INVESTMENT ADVISORY LTD. reported RAUM up 68% ($2.06B -> $3.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — TANGENCY CAPITAL INVESTMENT ADVISORY LTD. crossed $1B in regulatory AUM ($860.4M -> $2.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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