← Tributary

KBIT MANAGEMENT LTD.

· CRD 317853 · IAPD ↗ · 775-902-2099

$306.1MRegulatory AUM
13Advisory reps
15Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
January 2026 — KBIT MANAGEMENT LTD. (location n/a) left the SEC roster (was $306.1M RAUM, 13 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
83
August 2025 — KBIT MANAGEMENT LTD. (location n/a) is newly SEC-registered with $306.1M RAUM and 13 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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