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MACCABI CAPITAL MANAGEMENT LLC

· CRD 333219 · IAPD ↗ · maccabicapital.com · 1-833-770-3863

$785,537Regulatory AUM
0Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
December 2025 — MACCABI CAPITAL MANAGEMENT LLC (location n/a) left the SEC roster (was $785,537 RAUM, 0 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
November 2024 — MACCABI CAPITAL MANAGEMENT LLC (location n/a) is newly SEC-registered with $600,000 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.