|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tribeca Financial LLC
✚
|
|
|---|---|
| CRD # | 113245 |
| SEC # | 801-60441 |
| CIK # | |
| AUM | $202.6 M (2025-03-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 480-553-6247 |
| Address | 2812 N Norwalk Mesa, AZ 85215 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 40.7 |
| (b) Individuals (high net worth individuals) | 49 | 114.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 20.4 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 4.7 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 22.1 |
| (n) Other | 0 | 0.0 |
| Total | 531 | 202.6 |
| By Discretionary | ||
| Discretionary | 334 | 136.8 |
| Non-Discretionary | 197 | 65.8 |
| Total | 531 | 202.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.6 | |
| Total | 531 | 202.6 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Novus Advisors LLC
✚
|
SC | 0.2 |
|
Smart Portfolios LLC
✚
|
WA | 0.2 |
|
Emergent Wealth Advisors LLC
✚
|
NY | 0.2 |
|
XXI Wealth LLC
✚
|
IL | 0.2 |
|
Firstrust LLC
✚
|
FL | 0.2 |
|
SEEK First Inc
✚
|
CA | 0.2 |
|
ERISA Advisers Inc
✚
|
TN | 0.2 |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 0.2 |
|
Gallagher Capital Advisors LLC
✚
|
0.2 | |
|
Powell Financial Inc
✚
|
NC | 0.2 |