← Tributary

PATTERN

· CRD 321915 · IAPD ↗ · patternfi.com · 503-201-1375

$27,682Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — PATTERN (location n/a) left the SEC roster (was $27,682 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

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