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.tributarycapitalmanagement.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 advisory firm registered with the SEC since 2001 that provides discretionary portfolio management for individuals, small businesses, investment companies and institutional clients. The firm charges fees based on a percentage of assets under management and reports advisory relationships with both individual/family and institutional investors. Tributary identifies equities—particularly exchange-traded securities—as its primary investment preference and does not classify itself as an active ESG investor. Its regulatory affiliations include broker-dealer, other investment adviser, registered municipal advisor, banking/thrift institution, trust company and insurance company relationships.