TRIBUNE INVESTMENT GROUP LP

B58
CRD 329330·SEC 801-133918·NEW YORK, NY
AUM
$318.1M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$954K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRIBUNE INVESTMENT GROUP LP
CRD
329330
SEC file #
801-133918
EIN
932756945
DBA names
Tribune Investment Group

Economics

AUM
$318.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$367.8M → $318.1M▼ -14%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
6 advisors → 4 advisors▼ -33%
Primary office
NEW YORK NY
Branches

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COSMACIUC, BOGDAN, GEORGE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
COSMACIUC, BOGDAN, GEORGE
TRIBUNE INVESTMENT GROUP GP
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRIBUNELP.COM
Rdap Domain Creation Date
2023-01-24T00:33:13Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002000730
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002000730-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
Morgan Stanley6
E*trade4
Edgar Addresses
Mailing
420 LEXINGTON AVE, SUITE 2431ANEW YORK, NY 10170
Business
420 LEXINGTON AVE, SUITE 2431ANEW YORK, NY 10170
Edgar EIN
932756945
Edgar Recent Filings
13F-HR2026-05-14 · 0002000730-26-000003
13F-HR2026-02-12 · 0002000730-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-24T00:33:13Z
Rdap Domain Last Changed
2026-04-25T13:15:18Z
Rdap Nameservers
Pdns13.domaincontrol.comPdns14.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7888334
Trust Company Affiliate
No