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| Keyboard |
| Tribeca Financial LLC
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|---|---|
| CRD # | 113245 |
| SEC # | 801-60441 |
| CIK # | |
| AUM | 248.3 M (2026-03-17) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 160 | 37.5 |
| (b) Individuals (high net worth individuals) | 59 | 143.8 |
| (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 | 14 | 26.2 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 5.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 35.1 |
| (n) Other | 0 | 0.0 |
| Total | 574 | 248.3 |
| By Discretionary | ||
| Discretionary | 394 | 180.2 |
| Non-Discretionary | 180 | 68.1 |
| Total | 574 | 248.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.3 | |
| Total | 574 | 248.3 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Emergent Wealth Advisors LLC
✚
|
NY | 249.1 M |
|
Evergreen Wealth Management LLC
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MI | 248.7 M |
|
Michael Brady & Co LLC
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OH | 248.6 M |
|
DWD Portfolio Solutions Inc
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PA | 248.3 M |
|
Luedtke & Associates LLC
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248.2 M | |
|
MLP3 LLC
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NJ | 248.1 M |
|
Cedar Point Capital Partners LLC
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IA | 248.1 M |
|
Gramercy Strategic Capital LLC
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|
247.9 M | |
|
Focus Wealth Advisors LLC
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TX | 247.6 M |
|
Nova Wealth Management Inc
✚
|
FL | 247.5 M |