Tributary Capital Management, LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 112528
- Registered since
- May 23, 2001
- Website
- www.tributarycapital.com
- Custodians
- FIRST NATIONAL BANK, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies58.47%
- Banking / Thrift Institutions21.07%
- Other Investment Advisers7.69%
- HNWI5.51%
- Charitable Organizations3.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tributary Capital Management, LLC is an institutional registered investment adviser that has been SEC registered since 2001. Structured as an LLC with a domestic-entity/individual ownership mix, the firm provides discretionary portfolio management across individual and family clients as well as institutional investors. Its advisory mandate covers separate account management for individuals and small businesses, investment companies, and other business or institutional clients. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not listed as a capital allocator. The firm maintains a set of industry relationships that extend beyond traditional RIA activities: filings indicate affiliations with broker-dealers, other investment advisers, registered municipal advisor functions, banking or thrift institutions, trust companies, and insurance companies. Pension consulting and related-adviser roles are not part of its stated activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds5%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Elizabeth Nelson
Chief Compliance OfficerCRD 5422988
Contacts
3 of 9
Conan Heelan
Portfolio SpecialistCRD 7000897

Nicholas Nevole
Portfolio Manager, AnalystCRD 7067327

Michael Johnson
Portfolio Manager, AnalystCRD 5467445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 1601 Dodge St
- Time zone
- CT (UTC-6)
- Office locations
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