# Tribeca Investment Inc.

> Tribeca Investment Inc. is a state-registered investment advisory firm in Chestnut Hill, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 335369
- Filed as: TRIBECA INVESTMENT INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chestnut Hill, MA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335369
- AdvisorCensus page: https://advisorcensus.com/firm/tribeca-investment-inc-chestnut-hill-ma-335369

## Quick answers

**How is Tribeca Investment Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Tribeca Investment Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tribeca Investment Inc. located?**
Tribeca Investment Inc.'s principal office is in Chestnut Hill, MA, according to its Form ADV.

**Is Tribeca Investment Inc. registered with the SEC or a state?**
Tribeca Investment Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335369.

**How much does Tribeca Investment Inc. manage?**
Tribeca Investment Inc. reports $18,981,261 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Tribeca Investment Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50).

**Does Tribeca Investment Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335369

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $18,981,261
- Discretionary: $18,981,261
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $18,981,261 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tribeca Investment Inc. (CRD 335369): Form ADV filing data as of October 2026.