← Tributary

26NORTH

NEW YORK, NY · CRD 322923 · IAPD ↗ · 26n.com · 212-257-5220

$32.68BRegulatory AUM
83Advisory reps
142Employees
7Clients
n/aPlanning clients
38Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — 26NORTH reported RAUM up 25% ($26.06B -> $32.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — 26NORTH grew from 59 to 83 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — 26NORTH reported RAUM up 87% ($13.96B -> $26.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — 26NORTH grew from 35 to 59 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
April 2024 — 26NORTH reported RAUM up 38% ($10.12B -> $13.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — 26NORTH grew from 23 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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