← Tributary

GREENBELT CAPITAL PARTNERS

AUSTIN, TX · CRD 322516 · IAPD ↗ · 512-362-6260

$3.19BRegulatory AUM
17Advisory reps
25Employees
0Clients
0Planning clients
10Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — GREENBELT CAPITAL PARTNERS reported RAUM up 47% ($2.17B -> $3.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — GREENBELT CAPITAL PARTNERS grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
56
April 2025 — GREENBELT CAPITAL PARTNERS reported RAUM up 58% ($1.37B -> $2.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — GREENBELT CAPITAL PARTNERS now reports custody of client assets ($2.75B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — GREENBELT CAPITAL PARTNERS crossed $1B in regulatory AUM ($610.2M -> $1.37B).
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.