← Tributary

M&A & valuation — July 2025

RIA acquirers, investment bankers, valuation firms, and lenders.

111 firms opened this window in the July 2025 SEC roster: 61 deregistered, 28 headcount down, 22 aum down.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

65
CORRIGAN FINANCIAL INC — (MIDDLETOWN, RI) left the SEC roster (was $1.15B RAUM, 12 reps). IAPD ↗
$1.15B RAUM · 12 reps · 401-849-9313 · corriganfinancialinc.com
65
BUFFINGTON MOHR MCNEAL — (BOISE, ID) left the SEC roster (was $1.05B RAUM, 10 reps). IAPD ↗
$1.05B RAUM · 10 reps · 208-338-5551 · bmmria.com
65
MONTEREY PRIVATE WEALTH, INC. — (MONTEREY, CA) left the SEC roster (was $1.10B RAUM, 8 reps). IAPD ↗
$1.10B RAUM · 8 reps · (831) 372-3426
65
POPLAR FOREST CAPITAL LLC — (PASADENA, CA) left the SEC roster (was $1.28B RAUM, 6 reps). IAPD ↗
$1.28B RAUM · 6 reps · 626-304-6000 · poplarforestllc.com
65
PRIVATE PORTFOLIO PARTNERS, LLC — (PARAMUS, NJ) left the SEC roster (was $1.05B RAUM, 19 reps). IAPD ↗
$1.05B RAUM · 19 reps · 201-939-6644 · fairway-wealth.com
65
ADERO PARTNERS, LLC — (WALNUT CREEK, CA) left the SEC roster (was $4.38B RAUM, 24 reps). IAPD ↗
$4.38B RAUM · 24 reps · 650-252-0550
65
SPECTRUM WEALTH MANAGEMENT — (INDIANAPOLIS, IN) left the SEC roster (was $1.15B RAUM, 6 reps). IAPD ↗
$1.15B RAUM · 6 reps · 317-663-5600
63
DREHER INVESTMENT SERVICES, INC. — (SAN ANGELO, TX) left the SEC roster (was $272.0M RAUM, 5 reps). IAPD ↗
$272.0M RAUM · 5 reps · 325-486-8600 · dreherinvestmentservices.com
63
PARSONS CAPITAL MANAGEMENT, LLC — (NEW HOPE, PA) left the SEC roster (was $803.8M RAUM, 2 reps). IAPD ↗
$803.8M RAUM · 2 reps · 908-730-0011 · parsonscapitalmanagement.com
63
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC — (MIDDLETON, WI) left the SEC roster (was $272.5M RAUM, 1 reps). IAPD ↗
$272.5M RAUM · 1 reps · 608-827-6755 · michaeldubis.com
63
SALZINGER SHEAFF BROCK, LLC — (INDIANAPOLIS, IN) left the SEC roster (was $317.1M RAUM, 4 reps). IAPD ↗
$317.1M RAUM · 4 reps · 317-705-5700 · salzingersheaffbrock.com
63
BLUEPOINTE CAPITAL MANAGEMENT, LLC — (MENLO PARK, CA) left the SEC roster (was $838.1M RAUM, 4 reps). IAPD ↗
$838.1M RAUM · 4 reps · 650-293-4545
63
HORAN CAPITAL ADVISORS, LLC — (CINCINNATI, OH) left the SEC roster (was $595.9M RAUM, 5 reps). IAPD ↗
$595.9M RAUM · 5 reps · 513-745-0707
63
LPF ADVISORS, LLC — (SARASOTA, FL) left the SEC roster (was $277.5M RAUM, 4 reps). IAPD ↗
$277.5M RAUM · 4 reps · (941) 907-0101 · waypointadvisors.com
63
PROQUILITY PRIVATE WEALTH PARTNERS, LLC — (location n/a) left the SEC roster (was $355.6M RAUM, 2 reps). IAPD ↗
$355.6M RAUM · 2 reps · 702-941-7860
63
MAXWELL WEALTH — (PLEASANTON, CA) left the SEC roster (was $290.0M RAUM, 3 reps). IAPD ↗
$290.0M RAUM · 3 reps · 925-523-3288
63
KEELAN CAPITAL — (location n/a) left the SEC roster (was $561.4M RAUM, 2 reps). IAPD ↗
$561.4M RAUM · 2 reps · 404-421-8000 · keelancap.com
60
PENSION PLANNING SOLUTIONS, INC. — (GREENSBORO, NC) left the SEC roster (was $9.1M RAUM, 1 reps). IAPD ↗
$9.1M RAUM · 1 reps · 336-389-9922 · pensionplanningsolutions.com
60
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. — (UNIONTOWN, OH) left the SEC roster (was $182.3M RAUM, 2 reps). IAPD ↗
$182.3M RAUM · 2 reps · 330-899-0135 · mercapgroup.com
60
WIN TEAM ADVISORY SERVICES — (IRVINE, CA) left the SEC roster (was $56.6M RAUM, 3 reps). IAPD ↗
$56.6M RAUM · 3 reps · 949-336-7300 · win-team.org
60
PILLAR WEALTH MANAGEMENT, LLC — (location n/a) left the SEC roster (was $221.1M RAUM, 2 reps). IAPD ↗
$221.1M RAUM · 2 reps · 925-407-0320 · pillarwm.com
60
OLYMPIC WEALTH MANAGEMENT LLC — (BOTHELL, WA) left the SEC roster (was $209.4M RAUM, 1 reps). IAPD ↗
$209.4M RAUM · 1 reps · (425) 485-4700 · olympicwm.com
60
AOG WEALTH MANAGEMENT — (RESTON, VA) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 703-757-8020 · aogwealth.com
60
MYLES WEALTH MANAGEMENT, LLC — (FLORIDA, NY) left the SEC roster (was $97.1M RAUM, 1 reps). IAPD ↗
$97.1M RAUM · 1 reps · 845-651-3070 · myleswealthmanagement.com
60
NEW POTOMAC PARTNERS LLC — (NORTH BETHESDA, MD) left the SEC roster (was $59.3M RAUM, 2 reps). IAPD ↗
$59.3M RAUM · 2 reps · 240-253-4280 · newpotomacpartners.com
60
SABRIENT SYSTEMS, LLC — (location n/a) left the SEC roster (was $0 RAUM, 7 reps). IAPD ↗
$0 RAUM · 7 reps · 805-730-7777
60
TRIO ADVISORS, INC. — (location n/a) left the SEC roster (was $47.1M RAUM, 2 reps). IAPD ↗
$47.1M RAUM · 2 reps · 646-529-1495
60
SPARI, INC. — (DENVER, CO) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 785-537-6225 · spari.info
60
MEDIA WEALTH — (WALNUT CREEK, CA) left the SEC roster (was $142.3M RAUM, 3 reps). IAPD ↗
$142.3M RAUM · 3 reps · 650-252-0550
60
KOMOREBI GLOBAL — (location n/a) left the SEC roster (was $69.4M RAUM, 1 reps). IAPD ↗
$69.4M RAUM · 1 reps · 786-302-0667 · komorebi-global.com
60
ROSENBLATT GLOBAL ADVISORS — (NEW YORK, NY) left the SEC roster (was $1.0M RAUM, 2 reps). IAPD ↗
$1.0M RAUM · 2 reps · 212-607-3100 · rbltga.com
60
CALLAHAN FINANCIAL PLANNING — (TREYNOR, IA) left the SEC roster (was $86.3M RAUM, 3 reps). IAPD ↗
$86.3M RAUM · 3 reps · (800) 991-5195 · callahanfp.com
60
ANEW ADVISORS, LLC — (WAUWATOSA, WI) left the SEC roster (was $67.8M RAUM, 2 reps). IAPD ↗
$67.8M RAUM · 2 reps · 414-704-2875
60
SNC WEALTH MANAGEMENT LLC — (PLAINSBORO, NJ) left the SEC roster (was $21.0M RAUM, 1 reps). IAPD ↗
$21.0M RAUM · 1 reps · 908-510-3072
60
VESTO ADVISORS, LLC — (NEW YORK, NY) left the SEC roster (was $65.4M RAUM, 2 reps). IAPD ↗
$65.4M RAUM · 2 reps · 856-219-4026 · getvesto.com
60
JOHNSON ADVISORS — (location n/a) left the SEC roster (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 4053349763 · johnsonadvisors.godaddysites.com
60
EDEN INTELLIGENCE FINANCIAL — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $3.4M RAUM, 1 reps). IAPD ↗
$3.4M RAUM · 1 reps · 206-747-0960
60
WIMER INVESTMENT MANAGEMENT — (location n/a) left the SEC roster (was $69.0M RAUM, 1 reps). IAPD ↗
$69.0M RAUM · 1 reps · 7327639237
60
AIML TRADING PARTNERS — (COLD SPRING HARBOR, NY) left the SEC roster (was $35.0M RAUM, 1 reps). IAPD ↗
$35.0M RAUM · 1 reps · (631) 944-5699
60
MORA FINANCIAL — (SANTA ANA, CA) left the SEC roster (was $150 RAUM, 1 reps). IAPD ↗
$150 RAUM · 1 reps · 949-287-8068 · mora.com
60
ANGLIN INVESTMENT PARTNERS, LLC — (ATLANTA, GA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps). IAPD ↗
$0 RAUM · 1 reps · 912-655-5481 · anglinpartners.com
60
AP INVESTMENT MANAGEMENT — (MOUNTAIN VIEW, CA) left the SEC roster — its 120-day provisional registration did not convert (was $27.9M RAUM, 1 reps). IAPD ↗
$27.9M RAUM · 1 reps · 650-618-1091
55
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST — shrank from 168 to 157 advisory reps. IAPD ↗
$164.32B RAUM · 157 reps · 215-255-2300 · macquarie.com
55
SCHOOLCRAFT CAPITAL LLC — shrank from 8 to 5 advisory reps. IAPD ↗
$1.23B RAUM · 5 reps · 303-625-6868 · schoolcraftcapital.com
55
CANOPY WEALTH MANAGEMENT — shrank from 13 to 7 advisory reps. IAPD ↗
$1.47B RAUM · 7 reps · 608-662-9018 · canopy-wealth.com
50
SUN VALLEY GOLD LLC — shrank from 3 to 1 advisory reps. IAPD ↗
$87.0M RAUM · 1 reps · 208-726-2327
50
OAKVIEW CAPITAL MANAGEMENT, L.P. — shrank from 3 to 1 advisory reps. IAPD ↗
$29.6M RAUM · 1 reps · 214-999-1175 · oakviewcm.com
50
KEELEY-TETON ADVISORS, LLC — shrank from 11 to 1 advisory reps. IAPD ↗
$12.0M RAUM · 1 reps · (312) 786-5000 · tetonadv.com
50
COLORADO WEALTH GROUP LLC — shrank from 9 to 6 advisory reps. IAPD ↗
$235.3M RAUM · 6 reps · 720-729-2500
50
ALLIO ADVISORS — shrank from 3 to 1 advisory reps. IAPD ↗
$68,310 RAUM · 1 reps · (845) 475-7905 · alliocapital.com
50
SLP WEALTH — shrank from 15 to 12 advisory reps. IAPD ↗
$29.2M RAUM · 12 reps · (910) 315-0973
45
CAPITAL CONSULTING & ASSET MANAGEMENT — reported RAUM down 35% ($282.2M -> $182.2M). IAPD ↗
$182.2M RAUM · 3 reps · 402-477-2500 · ccam.net
45
BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC — reported RAUM down 33% ($50.6M -> $34.0M). IAPD ↗
$34.0M RAUM · 2 reps · 212-850-1127 · brydenabrams.com
45
OAKVIEW CAPITAL MANAGEMENT, L.P. — reported RAUM down 88% ($250.8M -> $29.6M). IAPD ↗
$29.6M RAUM · 1 reps · 214-999-1175 · oakviewcm.com
45
KEELEY-TETON ADVISORS, LLC — reported RAUM down 99% ($1.02B -> $12.0M). IAPD ↗
$12.0M RAUM · 1 reps · (312) 786-5000 · tetonadv.com
45
BRUDERMAN PRIVATE WEALTH — reported RAUM down 45% ($121.5M -> $66.3M). IAPD ↗
$66.3M RAUM · 4 reps · 516-930-4250 · brudermanprivatewealth.com
53
CHIRON INVESTMENT MANAGEMENT, LLC — (NEW YORK, NY) left the SEC roster (was $440.2M RAUM, 4 reps). IAPD ↗institutional
$440.2M RAUM · 4 reps · 917-338-5082
50
NORTH COUNTRY INVESTMENT ADVISERS, INC. — (GLENS FALLS, NY) left the SEC roster (was $124.9M RAUM, 4 reps). IAPD ↗institutional
$124.9M RAUM · 4 reps · 518-745-1000
50
BELSTAR MANAGEMENT COMPANY, LLC — (NEW YORK, NY) left the SEC roster (was $0 RAUM, 3 reps). IAPD ↗institutional
$0 RAUM · 3 reps · 212-245-2800 · belstargroup.com
50
CMS FUND ADVISERS, LLC — (WYNNEWOOD, PA) left the SEC roster (was $814,325 RAUM, 4 reps). IAPD ↗institutional
$814,325 RAUM · 4 reps · 610-896-3000 · cmsco.com (no longer available)
50
NATIONAL VALUATION CONSULTANTS, INC — (CENTENNIAL, CO) left the SEC roster (was $0 RAUM, 5 reps). IAPD ↗institutional
$0 RAUM · 5 reps · 303-753-6900 · nvcinc.com
50
U.S. NEWS FINANCIAL CONNECT — (NEW YORK, NY) left the SEC roster (was $0 RAUM, 0 reps). IAPD ↗institutional
$0 RAUM · 0 reps · 212-716-6800 · money.usnews.com
50
SIMPLIFY EQLS LLC — (LAS VEGAS, NV) left the SEC roster (was $114.3M RAUM, 13 reps). IAPD ↗institutional
$114.3M RAUM · 13 reps · 646-585-0476
50
CORYELL INVESTMENT MANAGEMENT LP — (NEW YORK, NY) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 3 reps). IAPD ↗institutional
$0 RAUM · 3 reps · 646-907-5632 · coryell.com
50
MOZAYYX MANAGEMENT LLC — (AUSTIN, TX) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗institutional
$0 RAUM · 2 reps · 512-522-9690 · mozayyx.com
50
REPOWER HOLDINGS LLP — (DOVER, DE) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 5 reps). IAPD ↗institutional
$0 RAUM · 5 reps · 248-786-9850 · repowerholdings.com
48
STONE ARCH CAPITAL, LLC — (MINNEAPOLIS, MN) left the SEC roster (was $252.6M RAUM, 7 reps). IAPD ↗fund
$252.6M RAUM · 7 reps · 612-317-2980
45
WMS PARTNERS, LLC — (TOWSON, MD) left the SEC roster (was $9.3M RAUM, 0 reps). IAPD ↗fund
$9.3M RAUM · 0 reps · 410-337-7575
45
CREDIT VALUE PARTNERS, LLC — (SARASOTA, FL) left the SEC roster (was $161.5M RAUM, 2 reps). IAPD ↗fund
$161.5M RAUM · 2 reps · 203-893-4700
45
ACUTA CAPITAL PARTNERS, LLC — (REDWOOD CITY, CA) left the SEC roster (was $154.3M RAUM, 3 reps). IAPD ↗fund
$154.3M RAUM · 3 reps · 650-486-0508 · acutacapital.com
45
PUISSANCE CAPITAL MANAGEMENT LP — (location n/a) left the SEC roster — its 120-day provisional registration did not convert (was $14.9M RAUM, 1 reps). IAPD ↗fund
$14.9M RAUM · 1 reps · 212-878-3702 · puissancecapital.com
45
WHITNEY PEAK CAPITAL, LP — (BOSTON, MA) left the SEC roster (was $80.2M RAUM, 1 reps). IAPD ↗fund
$80.2M RAUM · 1 reps · 617-646-4740
45
272 CAPITAL LP — (DALLAS, TX) left the SEC roster (was $141.9M RAUM, 3 reps). IAPD ↗fund
$141.9M RAUM · 3 reps · 214-556-2465
45
ATHIR CAPITAL LP — (CHICAGO, IL) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps). IAPD ↗fund
$0 RAUM · 2 reps · 312-210-7565
40
ALBOURNE AMERICA LLC — shrank from 77 to 70 advisory reps. IAPD ↗institutional
$0 RAUM · 70 reps · 415-489-7200
40
NXT CAPITAL INVESTMENT ADVISERS, LLC — shrank from 67 to 56 advisory reps. IAPD ↗fund
$6.48B RAUM · 56 reps · 312-450-8000
40
RP MANAGEMENT, LLC — shrank from 44 to 1 advisory reps. IAPD ↗fund
$1.36B RAUM · 1 reps · 212-883-0200
40
EMERGE CAPITAL MANAGEMENT — shrank from 6 to 2 advisory reps. IAPD ↗institutional
$30.0M RAUM · 2 reps · 904-870-1092
38
NOMURA ASSET MANAGEMENT U.S.A. INC. — reported RAUM down 30% ($826.6M -> $576.3M). IAPD ↗institutional
$576.3M RAUM · 7 reps · (212) 667-1414 · nomura.com
38
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC — shrank from 7 to 2 advisory reps. IAPD ↗fund
$414.9M RAUM · 2 reps · 646-889-2505 · hillcrestfinancellc.com
35
RP MANAGEMENT, LLC — reported RAUM down 93% ($18.34B -> $1.36B). IAPD ↗fund
$1.36B RAUM · 1 reps · 212-883-0200
35
EMERGE CAPITAL MANAGEMENT — reported RAUM down 73% ($112.8M -> $30.0M). IAPD ↗institutional
$30.0M RAUM · 2 reps · 904-870-1092
35
LEDGER ILS MANAGERS, LLC — reported RAUM down 70% ($105.6M -> $32.1M). IAPD ↗institutional
$32.1M RAUM · 2 reps · 510-590-2868
33
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC — reported RAUM down 40% ($750.0M -> $448.2M). IAPD ↗fund
$448.2M RAUM · 7 reps · 1 212 231-1000 · macquarie.com
30
HUESLER FINANCIAL CONSULTING AG — (LUCERNE, Switzerland) left the SEC roster (was $104.9M RAUM, 1 reps). IAPD ↗foreign
$104.9M RAUM · 1 reps · 41412108484
25
BAILLIE GIFFORD OVERSEAS LTD — shrank from 152 to 144 advisory reps. IAPD ↗foreign
$162.55B RAUM · 144 reps · +44 131 275 2000
25
NIKKO ASSET MANAGEMENT EUROPE LTD — shrank from 22 to 17 advisory reps. IAPD ↗foreign
$18.21B RAUM · 17 reps · INTL + 44 207796 9866
25
HIGHCLERE INTERNATIONAL INVESTORS — shrank from 12 to 9 advisory reps. IAPD ↗foreign
$1.28B RAUM · 9 reps · +44 207-258-9830 · highclereinvestors.com
25
OLDFIELD PARTNERS LLP — shrank from 12 to 8 advisory reps. IAPD ↗foreign
$1.52B RAUM · 8 reps · 44 20 7259 1000 · oldfieldpartners.com
25
MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED — shrank from 61 to 55 advisory reps. IAPD ↗foreign
$15.72B RAUM · 55 reps · 44 203 037 2000 · macquarie.com
25
PHOENIX ASSET MANAGEMENT PARTNERS LIMITED — shrank from 12 to 9 advisory reps. IAPD ↗foreign
$1.89B RAUM · 9 reps · +44 (0) 208 600 0100
25
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED — shrank from 254 to 204 advisory reps. IAPD ↗foreign
$157.09B RAUM · 204 reps · 81-3-6205-0200 · note.smd-am.co.jp
25
RUFFER LLP — shrank from 133 to 42 advisory reps. IAPD ↗foreign
$24.20B RAUM · 42 reps · 00 44 20 7963 8100 · ruffer.co.uk
25
FORESIGHT GROUP LLP — shrank from 150 to 135 advisory reps. IAPD ↗foreign
$8.48B RAUM · 135 reps · 44 020 3667 8100 · foresightgroup.eu
25
ALKEN ASSET MANAGEMENT LTD — shrank from 12 to 9 advisory reps. IAPD ↗foreign
$2.25B RAUM · 9 reps · -223 · alken-am.com
25
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD — shrank from 27 to 21 advisory reps. IAPD ↗foreign
$2.44B RAUM · 21 reps · 022-69925500 · valuequest.in
23
PRYTANIA INVESTMENT ADVISORS LLP — shrank from 6 to 4 advisory reps. IAPD ↗foreign
$914.8M RAUM · 4 reps · 020 4570 5514 · prytania.com
23
WESTBECK CAPITAL MANAGEMENT LLP — shrank from 6 to 2 advisory reps. IAPD ↗foreign
$286.7M RAUM · 2 reps · 442080510888
20
COLLER INVESTMENT MANAGEMENT LTD — reported RAUM down 43% ($51.19B -> $28.99B). IAPD ↗foreign
$28.99B RAUM · 0 reps · +44 1481 745001
20
HIGHCLERE INTERNATIONAL INVESTORS — reported RAUM down 41% ($2.17B -> $1.28B). IAPD ↗foreign
$1.28B RAUM · 9 reps · +44 207-258-9830 · highclereinvestors.com
20
OLDFIELD PARTNERS LLP — reported RAUM down 35% ($2.36B -> $1.52B). IAPD ↗foreign
$1.52B RAUM · 8 reps · 44 20 7259 1000 · oldfieldpartners.com
20
KILTEARN PARTNERS — reported RAUM down 44% ($3.10B -> $1.74B). IAPD ↗foreign
$1.74B RAUM · 8 reps · 011 44 131 460 1040 · kiltearnpartners.com
20
360 ONE ASSET MANAGEMENT LIMITED — reported RAUM down 45% ($8.69B -> $4.82B). IAPD ↗foreign
$4.82B RAUM · 2 reps · +91 022 4876 5600 · 360.one
20
D.A.C. DAVIS INVESTMENT COUNSEL, INC. — shrank from 4 to 0 advisory reps. IAPD ↗foreign
$12.3M RAUM · 0 reps · 416-324-2200
18
ANDA ASSET MANAGEMENT CO., LTD. — reported RAUM down 33% ($972.1M -> $650.0M). IAPD ↗foreign
$650.0M RAUM · 19 reps · 822-2156-2800 · andaasset.com
18
OSMOSIS INVESTMENT MANAGEMENT US LLC — reported RAUM down 28% ($426.4M -> $307.0M). IAPD ↗foreign
$307.0M RAUM · 23 reps · +44 (0) 203 928 6555 · osmosisim.com
18
OTUS CAPITAL MANAGEMENT LIMITED — reported RAUM down 29% ($704.4M -> $501.0M). IAPD ↗foreign
$501.0M RAUM · 7 reps · 020 7227 0000
18
PRYTANIA INVESTMENT ADVISORS LLP — reported RAUM down 48% ($1.76B -> $914.8M). IAPD ↗foreign
$914.8M RAUM · 4 reps · 020 4570 5514 · prytania.com
18
CEDERBERG CAPITAL LIMITED — reported RAUM down 33% ($1.15B -> $772.8M). IAPD ↗foreign
$772.8M RAUM · 2 reps · +44 203 745 1701 · cederbergcap.com
18
MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED — reported RAUM down 41% ($1.03B -> $603.4M). IAPD ↗foreign
$603.4M RAUM · 32 reps · 0806-9199-400
15
ALCHEMY INVESTMENT MANAGEMENT LLP — reported RAUM down 76% ($208.4M -> $49.6M). IAPD ↗foreign
$49.6M RAUM · 1 reps · 079-61693000 · alchemyim.com

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.