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VARIADIC LLC

NEW YORK, NY · CRD 332389 · IAPD ↗ · variadic.com · 646-916-1581

$191.4MRegulatory AUM
10Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — VARIADIC LLC reported RAUM up 85% ($103.6M -> $191.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
August 2025 — VARIADIC LLC reported RAUM up 315% ($25.0M -> $103.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — VARIADIC LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $25.0M RAUM and 11 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
50
February 2025 — VARIADIC LLC (NEW YORK, NY) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 8 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
85
October 2024 — VARIADIC LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 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.