← Tributary

COALESCE CAPITAL MANAGEMENT LLC

NEW YORK, NY · CRD 324179 · IAPD ↗ · (646) 222-5910

$1.83BRegulatory AUM
20Advisory reps
23Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — COALESCE CAPITAL MANAGEMENT LLC reported RAUM up 35% ($1.36B -> $1.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2026 — COALESCE CAPITAL MANAGEMENT LLC grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2025 — COALESCE CAPITAL MANAGEMENT LLC grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — COALESCE CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($961.7M -> $1.36B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
57
July 2024 — COALESCE CAPITAL MANAGEMENT LLC grew from 8 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — COALESCE CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($328.6M -> $800.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2024 — COALESCE CAPITAL MANAGEMENT LLC grew from 5 to 8 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.