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Building 2TRIBUTARY CAPITAL MANAGEMENT, LLC

Map pinOMAHA, NE
Phone877-458-0021
NotebookSEC #801-60282
Total AUM
$1.9B
Employees
19
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1601 DODGE STREET
STOP 3399
OMAHA
NE 68197
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
877-458-0021
Other Offices
2

ReceiptFinancials

Total AUM
$1.9B
Accounts
840
Discretionary
$1.9B
Accounts
840
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$2.2M
HNW Individual Clients
236
AUM
$104.7M
Banking Clients
1
AUM
$400.5M
Investment Company Clients
1
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$23.3M
Charitable Organization Clients
8
AUM
$71.7M
Investment Advisor Clients
1
AUM
$146.2M
Corporation or Business Clients
16
AUM
$41M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOCTFLILKSLAMAMONENHNJNYORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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