← Tributary

UNLIMITED

NEW YORK, NY · CRD 322644 · IAPD ↗ · unlimitedfunds.com · 617-233-7280

$174.5MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
May 2026 — UNLIMITED reported RAUM up 32% ($132.3M -> $174.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2025 — UNLIMITED reported RAUM up 308% ($32.4M -> $132.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — UNLIMITED reported RAUM down 38% ($68.0M -> $42.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — UNLIMITED added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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