← Tributary

14B CAPITAL MANAGEMENT LP

· CRD 319022 · IAPD ↗ · 14bcapital.com · (646) 777-5951

$284.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
February 2026 — 14B CAPITAL MANAGEMENT LP (location n/a) left the SEC roster (was $284.9M RAUM, 2 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
51
April 2025 — 14B CAPITAL MANAGEMENT LP reported RAUM up 40% ($203.1M -> $284.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2024 — 14B CAPITAL MANAGEMENT LP (location n/a) is newly SEC-registered with $203.1M RAUM and 2 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.