← Tributary

BLKBRD ASSET MANAGEMENT

OLD GREENWICH, CT · CRD 329262 · IAPD ↗ · blkbrdlp.com · 203-547-3771

$133.9MRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2025 — BLKBRD ASSET MANAGEMENT (OLD GREENWICH, CT) is newly SEC-registered with $174.9M RAUM and 4 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
45
June 2024 — BLKBRD ASSET MANAGEMENT (GREENWICH, CT) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 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
80
February 2024 — BLKBRD ASSET MANAGEMENT (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.