Tributary Capital Management, LLC

RIASEC RegisteredEst. 2001

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$2.3M

Accounts

840

Employees

Advisory reps

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

FINTRX

Overview

Tributary Capital Management, LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2001. The firm manages portfolios for individual and family clients as well as institutional entities, providing discretionary portfolio management for individuals/small businesses, investment companies, and businesses or institutions. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor. In its operating footprint Tributary maintains relationships across several parts of the financial ecosystem: it is affiliated with broker-dealers, other investment advisers, registered municipal advisors, banking or thrift institutions, trust companies, and insurance companies. The firm is not presented as a capital allocator to third-party alternative managers.