AUMdb

Tm37 Inc.

SEC-registered Investment Adviser CRD 339681 · SEC file 801-135065 · · tryterminal.ai
☆ Save with Pro ADV data as of Jul 20, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
11

Documents (2 archived)

FormPeriodSize
Form ADV (full filing) 07/20/2026 848 KB View · PDF · Source ↗
Form ADV (full filing) 12/11/2025 848 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Subscription fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.

View current Form ADV (SEC/IAPD) ↗