← Tributary

Office IT & facilities — June 2024

Managed IT, telecom, and facilities for new offices.

130 firms opened this window in the June 2024 SEC roster: 111 new office, 19 relocation.

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

55
&PARTNERS — added office(s): 20 -> 29 additional locations. IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · prairieheritagefinancial.com
55
SEGALL BRYANT & HAMILL — added office(s): 4 -> 6 additional locations. IAPD ↗
$17.21B RAUM · 51 reps · 1-800-836-4265
55
UBS ASSET MANAGEMENT (AMERICAS) LLC — added office(s): 4 -> 15 additional locations. IAPD ↗
$477.86B RAUM · 411 reps · 212-821-3000 · ubs.com
55
BRADLEY FOSTER & SARGENT INC — added office(s): 5 -> 6 additional locations. IAPD ↗
$6.85B RAUM · 17 reps · 860-527-8050 · bfsinvest.com
55
SUNCOAST EQUITY MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.36B RAUM · 11 reps · (813) 963-0502
55
GEMMER ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.70B RAUM · 8 reps · 925-933-3786 · thejdinvestor.com
55
GRIMES & COMPANY, INC. — added office(s): 17 -> 19 additional locations. IAPD ↗
$4.85B RAUM · 27 reps · 508-366-3883
55
CAIN, WATTERS & ASSOCIATES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.54B RAUM · 63 reps · 972-233-3323
55
EIDE BAILLY ADVISORS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$1.33B RAUM · 17 reps · 866-740-4100 · eidebaillywealth.com
55
STRAIGHTLINE — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.12B RAUM · 9 reps · 248-269-8366 · straightline.com
55
ESSEX FINANCIAL SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$3.38B RAUM · 39 reps · 860-767-4300 · essexfinancialservices.net
55
SRS CAPITAL ADVISORS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.44B RAUM · 17 reps · 303-633-5900 · simondavisinc.com
55
EVERMAY WEALTH MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
55
ASHTON THOMAS PRIVATE WEALTH — added office(s): 20 -> 22 additional locations. IAPD ↗
$2.89B RAUM · 47 reps · 602-732-4745
55
CGN ADVISORS, LLC — added office(s): 44 -> 45 additional locations. IAPD ↗
$1.14B RAUM · 41 reps · 910-333-6659 · dekfinancialsolutions.com
55
BISON WEALTH, LLC — added office(s): 23 -> 25 additional locations. IAPD ↗
$1.61B RAUM · 34 reps · 404-841-2224 · bisonwealth.com
55
MCADAM LLC — added office(s): 66 -> 67 additional locations. IAPD ↗
$1.74B RAUM · 156 reps · (888) 614-5323 · mcadamfa.com
55
SPIDERROCK ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.85B RAUM · 10 reps · (312) 847-0300 · spiderrockadvisors.com
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 15 -> 25 additional locations. IAPD ↗
$11.29B RAUM · 99 reps · 312-334-7300 · kovitz.com
55
ONESEVEN — added office(s): 30 -> 38 additional locations. IAPD ↗
$2.57B RAUM · 48 reps · 216-865-1700
55
ONEASCENT FINANCIAL SERVICES LLC — added office(s): 26 -> 27 additional locations. IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142 · zahoranski.oneascent.com
55
ETON ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.96B RAUM · 5 reps · 919-442-1550
55
AMERICANA PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$4.95B RAUM · 25 reps · 713-429-5552 · americanapartners.com
55
HAYS FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$5.10B RAUM · 4 reps · (612) 373-9863
55
NEW REPUBLIC PARTNERS — added office(s): 4 -> 6 additional locations. IAPD ↗
$2.29B RAUM · 17 reps · 704-626-1526 · newrepublicpartners.com
55
ARMSTRONG ADVISORY GROUP INC. — added office(s): 9 -> 11 additional locations. IAPD ↗
$1.22B RAUM · 10 reps · (781) 433-0001 · armstrongadvisory.com
55
SAPIENT CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$9.85B RAUM · 19 reps · (317) 719-0157 · sapientcapital.com
55
MIDLAND WEALTH MANAGEMENT — added office(s): 4 -> 6 additional locations. IAPD ↗
$2.53B RAUM · 16 reps · 312-660-6516
53
WILLIAM MACK & ASSOCIATES INC — added office(s): 24 -> 25 additional locations. IAPD ↗
$754.8M RAUM · 7 reps · 248-643-4310 · wmack.com
53
THE L. WARNER COMPANIES, INC — added office(s): 2 -> 3 additional locations. IAPD ↗
$657.4M RAUM · 12 reps · 410-252-0808 · lwarner.com
53
MARINER INSTITUTIONAL, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$976.6M RAUM · 89 reps · 844-442-6326
53
IMA ADVISORY SERVICES, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$911.6M RAUM · 19 reps · 316-266-6574
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 16 -> 17 additional locations. IAPD ↗
$378.9M RAUM · 23 reps · 314-858-1122 · knoxvilleretirementplanner.com
53
INTERACTIVE FINANCIAL ADVISORS — added office(s): 20 -> 21 additional locations. IAPD ↗
$284.9M RAUM · 36 reps · 630-472-1300
53
PARK PIEDMONT ADVISORS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$862.0M RAUM · 7 reps · 312-722-6760
53
ARISTA WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$621.2M RAUM · 7 reps · 702-309-9970 · aristawealth.com
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 14 -> 17 additional locations. IAPD ↗
$599.6M RAUM · 46 reps · 248-414-1562 · re-transition.com
53
AVIANCE CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$632.3M RAUM · 6 reps · 239-598-4747
53
LIFESTYLE ASSET MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$382.0M RAUM · 13 reps · 281-612-2035
53
INVESTOR FAN — added office(s): 7 -> 8 additional locations. IAPD ↗
$255.4M RAUM · 7 reps · 425-372-7517 · thewaytoinvest.com
53
FSA INVESTMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$598.2M RAUM · 8 reps · (850) 696-1550
53
MBE WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$725.5M RAUM · 8 reps · 608-372-5521 · mbewealth.com
53
THE RETIREMENT GUYS FORMULA — added office(s): 5 -> 6 additional locations. IAPD ↗
$250.1M RAUM · 12 reps · 419-842-0550 · retirepittsburgh.com
53
ASTOR INVESTMENT MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$261.4M RAUM · 3 reps · 312-228-5900
53
MPWM ADVISORY SOLUTIONS LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$315.7M RAUM · 12 reps · 678-566-4001
53
BLUEPRINT INVESTMENT PARTNERS LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$849.4M RAUM · 7 reps · 336-609-7522
53
GOLDSTONE FINANCIAL GROUP, LLC — added office(s): 9 -> 14 additional locations. IAPD ↗
$557.2M RAUM · 10 reps · 630-620-9300 · pinterest.com
53
BRIGHT FUTURES WEALTH MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$388.4M RAUM · 21 reps · (585) 231-1595
53
FIDUCIARY FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$544.6M RAUM · 7 reps · 415-352-1100
53
TCP ASSET MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$641.8M RAUM · 16 reps · 614-761-9378 · tcpasset.com
53
LIFEWORKS ADVISORS, LLC — added office(s): 17 -> 22 additional locations. IAPD ↗
$421.8M RAUM · 24 reps · (616) 200-6512
53
SANDBOX FINANCIAL PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$463.7M RAUM · 5 reps · (301) 214-4190 · sandboxfp.com
53
CROWN WEALTH GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$257.2M RAUM · 7 reps · (704)360-3995 · crownwealthgroup.com
53
COREPATH WEALTH PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$348.2M RAUM · 6 reps · (480) 448-0334 · corepathwealthpartners.com
53
CREEKMUR ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$410.6M RAUM · 10 reps · 309-925-2043
53
TRANSCE3ND LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$313.2M RAUM · 28 reps · 512-268-9220 · transcendim.com
53
49 FINANCIAL — added office(s): 7 -> 8 additional locations. IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
53
FREEDOM FIDUCIARIES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$263.8M RAUM · 3 reps · 208-900-4331
53
THE NORDEN GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$987.2M RAUM · 12 reps · 801-331-5511 · thenordengroup.com
53
VICTORY FINANCIAL — added office(s): 5 -> 6 additional locations. IAPD ↗
$288.8M RAUM · 12 reps · (512) 763-7671 · victoryfinancialgroup.com
50
COOPER FINANCIAL SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$170.5M RAUM · 4 reps · 203-248-1972 · cooperfinservices.com
50
MINERVA PLANNING GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$160.6M RAUM · 2 reps · 404-816-6688
50
FRANGO FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$111.5M RAUM · 2 reps · 202-244-4460 · frangofinancial.com
50
ELEVAGE PARTNERS, LLC — added office(s): 2 -> 6 additional locations. IAPD ↗
$143.8M RAUM · 5 reps · (800) 725-1622 · elevagepartners.com
50
RUTHERFORD INVESTMENT MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$173.4M RAUM · 4 reps · 503-452-1210 · rutherfordinvestment.com
50
KOTYS WEALTH PROFESSIONALS — added office(s): 0 -> 1 additional locations. IAPD ↗
$223.4M RAUM · 4 reps · 219-465-6924
50
INTEGRAS PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$201.9M RAUM · 3 reps · 404-941-2800 · integraspartners.com
50
WRENNE FINANCIAL PLANNING LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$139.9M RAUM · 6 reps · 859-538-6044
50
PROTA FINANCIAL — added office(s): 18 -> 19 additional locations. IAPD ↗
$182.0M RAUM · 12 reps · 713-568-8171
50
STANCE CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$186.8M RAUM · 2 reps · 617-875-1062
50
COLARION — added office(s): 0 -> 1 additional locations. IAPD ↗
$125.9M RAUM · 4 reps · 205 410 9443
50
SMITH & WYATT — added office(s): 4 -> 6 additional locations. IAPD ↗
$119.8M RAUM · 6 reps · 979-431-5440
50
ROLEK RETIREMENT PLANNING — added office(s): 1 -> 2 additional locations. IAPD ↗
$127.0M RAUM · 1 reps · (267) 427-5667
50
THINKING BIG FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$60.1M RAUM · 2 reps · (973) 224-1145
50
WILDES FINANCIAL STRATEGIES, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$105.4M RAUM · 2 reps · 843-485-4371
50
SUCCESS WEALTH MANAGEMENT LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$40.1M RAUM · 12 reps · 724-934-8128
50
MARKLE FINANCIAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$97.3M RAUM · 2 reps · (307) 721-1725 · marklefinancial.com
50
STONEKEEP INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$137.8M RAUM · 2 reps · 615-975-3635 · stonekeepinvestments.com
50
KUHN & COMPANY INVESTMENT COUNSEL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$131.2M RAUM · 3 reps · 630-416-7700
50
TRU INDEPENDENCE ASSET MANAGEMENT 2 — added office(s): 2 -> 4 additional locations. IAPD ↗
$117.2M RAUM · 4 reps · 971-371-3444 · relywealth.us
50
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 8 -> 12 additional locations. IAPD ↗
$179.0M RAUM · 15 reps · 407-708-0050 · apadvisors.com
50
ALPHA OMEGA FINANCIAL — added office(s): 0 -> 2 additional locations. IAPD ↗
$139.3M RAUM · 1 reps · 410-592-8936
50
BLUEPRINT FINANCIAL ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
$132.5M RAUM · 14 reps · 336-609-7522 · buildyourblueprint.com
50
STEWARD ADVISORS GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$35.5M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
50
MARIDEA WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$0 RAUM · 4 reps · 269-598-0939 · marideawealth.com
50
SLP WEALTH — added office(s): 14 -> 15 additional locations. IAPD ↗
$9.0M RAUM · 16 reps · (910) 315-0973 · slpwealth.com
50
ACCELERATE RETIREMENT — added office(s): 8 -> 10 additional locations. IAPD ↗
$104.0M RAUM · 18 reps · 888-439-7071
50
QUANTUM GREEKS — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 9166048060 · quantumtrades.com
50
NECTARINE — added office(s): 18 -> 19 additional locations. IAPD ↗
$0 RAUM · 19 reps · (858) 779-0115
50
BLACKWATCH FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 630-380-9430
50
AZURA PARTNERS US LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$25.0M RAUM · 2 reps · 347-249-2369 · azura.com
50
MINDORO CAPITAL PARTNERS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 3 reps · (617) 214-2313 · mindoro.com
50
TC43 LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$66.7M RAUM · 6 reps · 917-363-7217
50
WEALTHCARE CAPITAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 1 reps · 804.644.4711
48
STANSBERRY ASSET MANAGEMENT, LLC — moved its main office from NEW YORK, NY to WESTLAKE, TX. IAPD ↗
$875.5M RAUM · 6 reps · 646-854-4370 · stansberryam.com
48
LEGACY FINANCIAL STRATEGIES, LLC — moved its main office from LEAWOOD, KS to OVERLAND PARK, KS. IAPD ↗
$645.6M RAUM · 12 reps · 913-403-0600 · legacykc.com
48
ADAMSBROWN WEALTH CONSULTANTS LLC — moved its main office from GREAT BEND, KS to WICHITA, KS. IAPD ↗
$651.7M RAUM · 14 reps · (620) 792-2428 · adamsbrownwc.com
48
WAVELAND FAMILY OFFICE, LLC — moved its main office from NORTHBROOK, IL to DEERFIELD, IL. IAPD ↗
$359.0M RAUM · 1 reps · (847) 874-8210
45
BENJAMIN SECURITIES, INC. — moved its main office from HAUPPAUGE, NY to PENSACOLA, FL. IAPD ↗
$26.0M RAUM · 3 reps · 516-931-1090 · benjaminsecurities.com
45
CONTEGO CAPITAL GROUP, INC. — moved its main office from EDINA, MN to MINNEAPOLIS, MN. IAPD ↗
$67.9M RAUM · 5 reps · 952-697-2570 · contegocap.com
45
PRIVATE CLIENT ASSET MANAGEMENT, INC. — moved its main office from GARDEN CITY, NY to MASSAPEQUA, NY. IAPD ↗
$134.4M RAUM · 2 reps · 516-280-4622 · pcaminvest.com
45
FARRIS CAPITAL MANAGEMENT INC. — moved its main office from DALLAS, TX to CARROLLTON, TX. IAPD ↗
$127.4M RAUM · 3 reps · 214-525-2141 · farriscap.com
45
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC — moved its main office from BALTIMORE, MD to BALA CYNWYD, PA. IAPD ↗
$47.9M RAUM · 2 reps · 215-564-5750
45
AURDAN CAPITAL MANAGEMENT, LLC — moved its main office from BERWYN, PA to WAYNE, PA. IAPD ↗
$0 RAUM · 2 reps · 267-547-8171
45
IRONSHORE FINANCIAL — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$1.10B RAUM · 1 reps · 937-872-4015 · ironshorefinancial.com
43
SHERBROOKE PARK ADVISERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$518.7M RAUM · 5 reps · 917-673-2128
40
LIGHTHOUSE INVESTMENT PARTNERS, LLC — added office(s): 20 -> 21 additional locations. IAPD ↗fund
$55.83B RAUM · 124 reps · 561-741-0820
40
BLUE OWL REAL ESTATE CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$25.06B RAUM · 30 reps · (212) 419-3000 · blueowlproducts.com
40
BOFCAL ASSET MANAGEMENT INC. — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$184.0M RAUM · 4 reps · (415) 757-2654 · pacwest.com
40
ENGINEERS GATE MANAGER LP — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$10.05B RAUM · 65 reps · 646-757-2800
40
BOFA SECURITIES, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$0 RAUM · 314 reps · 646-743-2734 · bankofamerica.com
40
LMR PARTNERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗fund
$148.50B RAUM · 43 reps · 6468915738 · lmrpartners.com
40
NASSAU ALTERNATIVE INVESTMENTS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.23B RAUM · 5 reps · (646) 630-8376
40
59 NORTH CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.47B RAUM · 4 reps · (713) 955-4809
40
NAVIGATE 401K, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$132.0M RAUM · 3 reps · 205-224-9502 · navigate401k.com
38
ACACIA PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$461.4M RAUM · 5 reps · 214-973-2373 · acaciapartnersllc.com
38
RDST CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$548.1M RAUM · 4 reps · 206.332.1227 · readestreet.com
38
REGENTS PARK FUNDS, LLC — moved its main office from NEWPORT BEACH, CA to IRVINE, CA. IAPD ↗institutional
$347.7M RAUM · 4 reps · 949-891-0600 · regentsparkfunds.com
38
LINGOTTO US LLC — moved its main office from PLAINVIEW, NY to NEW YORK, NY. IAPD ↗institutional
$654.0M RAUM · 1 reps · 1 332-287-8999 · lingotto.com
35
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC — moved its main office from NEW YORK, NY to JERSEY CITY, NJ. IAPD ↗fund
$139.89B RAUM · 299 reps · 212-458-6082 · corebridgefinancial.com
35
ALBANY ROAD REAL ESTATE PARTNERS, LLC — moved its main office from BOSTON, MA to DEDHAM, MA. IAPD ↗fund
$1.05B RAUM · 16 reps · 617-279-2360
35
59 NORTH CAPITAL MANAGEMENT, LP — moved its main office from NEW YORK, NY to HOUSTON, TX. IAPD ↗fund
$2.47B RAUM · 4 reps · (713) 955-4809
35
VECTOR TECHNOLOGIES, LLC — moved its main office from MIAMI BEACH, FL to MIAMI, FL. IAPD ↗institutional
$0 RAUM · 2 reps · 305-317-0140
33
KEY SQUARE GROUP LP — moved its main office from GREENWICH, CT to STAMFORD, CT. IAPD ↗fund
$557.0M RAUM · 5 reps · 212-624-0550 · keysq.com
25
RATHBONES — added office(s): 13 -> 15 additional locations. IAPD ↗foreign
$63.62B RAUM · 528 reps · +44-151 236 6666
23
RESOLUTE GLOBAL PARTNERS, LTD. — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$317.8M RAUM · 5 reps · 441-599-8308
20
ATLAS SQUARE PARTNERS(HK) LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$184.6M RAUM · 1 reps · 85266097626 · atlas-square.com
20
DRACO EVOLUTION — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$0 RAUM · 1 reps · 949-535-4675
15
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. — moved its main office from 1006 LAUSANNE, to 1003 LAUSANNE, . IAPD ↗foreign
$80.2M RAUM · 2 reps · 41 22 548 1431 · white-lighthouse.ch
15
DRACO EVOLUTION — moved its main office from NEWPORT BEACH, CA to TAIPEI CITY, . IAPD ↗foreign
$0 RAUM · 1 reps · 949-535-4675

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.