← Tributary

BRACCO ASSET MANAGEMENT

PURCHASE, NY · CRD 326536 · IAPD ↗ · (646) 989-4040

$446.0MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — BRACCO ASSET MANAGEMENT reported RAUM up 26% ($355.2M -> $446.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2025 — BRACCO ASSET MANAGEMENT reported RAUM up 29% ($276.2M -> $355.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2024 — BRACCO ASSET MANAGEMENT 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.