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TRYPERION MANAGER LLC

BEVERLY HILLS, CA · CRD 329349 · IAPD ↗ · (310) 625-6392

$184.0MRegulatory AUM
10Advisory reps
11Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — TRYPERION HOLDINGS LLC is now doing business as TRYPERION MANAGER LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2026 — TRYPERION MANAGER LLC reported RAUM up 36% ($120.5M -> $163.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2026 — TRYPERION MANAGER LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
June 2024 — TRYPERION HOLDINGS LLC (BEVERLY HILLS, CA) is newly SEC-registered with $111.6M 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.