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GRIZZLY CAPITAL MANAGEMENT LP

NEW YORK, NY · CRD 324228 · IAPD ↗ · 585-201-2154

$34.2MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
May 2026 — GRIZZLY CAPITAL MANAGEMENT LP (NEW YORK, NY) left the SEC roster (was $34.2M RAUM, 5 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
35
March 2025 — GRIZZLY CAPITAL MANAGEMENT LP shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
80
December 2024 — GRIZZLY CAPITAL MANAGEMENT LP (NEW YORK, NY) is newly SEC-registered with $40.8M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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