ADV PART 2B 2013

Item 1- Cover Page Traub Capital Management, LLC 97 Chapel Street, Suite 7, Needham, MA 02492 781-453-3929 www.traubcapital.com February 26, 2026 This Brochure Supplement provides information about Heydon D. Traub that supplements the Traub Capital Management [TCM] Brochure. You should have received a copy of that Brochure. Please contact Heydon Traub if you did not receive TCM’s Brochure or if you have any questions about the contents of this supplement. Additional information about Heydon Traub is available on the SEC’s website at www.adviserinfo.sec.gov. Item 2- Educational Background and Business Experience Heydon Traub, born in 1961, founded Traub Capital Management in 2003, where he is owner and CEO. Prior to that, Mr. Traub was a Principal and Sr. VP of State Street Global Advisors (SSgA) and head of its Global Asset Allocation team worldwide from 1999 to June 2003. He was employed at State Street from 1987-2003. Mr. Traub holds a B.A. degree in Economics from Brandeis and an M.B.A. degree in Finance and Accounting from the University of Chicago. He is a Chartered Financial Analyst (CFA), and a Certified Financial Planner™ (CFP). Below are requirements to earn these designations. CFA - Chartered Financial Analyst Issued by: CFA Institute  Prerequisites/Experience Required: Candidate must meet one of the following requirements: • • Undergraduate degree and 4 years of professional experience involving investment decision-making, or 4 years qualified work experience (full time, but not necessarily investment related) Educational Requirements: Self-study program (250 hours of study for each of the 3 levels) Examination Type: 3 course exams Continuing Education/Experience Requirements: None CFP - Certified Financial Planner Issued by: Certified Financial Planner Board of Standards, Inc. Prerequisites/Experience Required: Candidate must meet the following requirements: • • A bachelor’s degree (or higher) from an accredited college or university, and 3 years of full-time personal financial planning experience Educational Requirements: Candidate must complete a CFP-board registered program, or hold one of the following: • • • • • • • CPA ChFC Chartered Life Underwriter (CLU) CFA Ph.D. in business or economics Doctor of Business Administration Attorney's License Examination Type: CFP Certification Examination Continuing Education/Experience Requirements: 30 hours every 2-years  Item 3- Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. In our full history, our clients have never filed a written complaint, an arbitration claim, nor a civil lawsuit against us. Item 4- Other Business Activities None. Item 5- Additional Compensation None to report. Item 6 - Supervision As owner of the firm, Heydon does not have a supervisor.  Item 1- Cover Page Traub Capital Management, LLC 97 Chapel Street, Suite 7, Needham, MA 02492 781-453-3929 www.traubcapital.com February 26, 2026 This Brochure Supplement provides information about Agnes Olshansky that supplements the Traub Capital Management [TCM] Brochure. You should have received a copy of that Brochure. Please contact Heydon Traub if you did not receive TCM’s Brochure or if you have any questions about the contents of this supplement. Additional information about Agnes Olshansky is available on the SEC’s website at www.adviserinfo.sec.gov. Item 2- Educational Background and Business Experience Agnes Olshansky is an Individual Account Representative affiliated with Traub Capital Management. She was employed at State Street Global Advisors from 1990 to 2004 in various investment management related roles. Most recently she worked as a consultant at Acadian Asset management. She also worked for Fidelity and Bank of America as a consultant. Ms. Olshansky holds a BS/MS degree in Applied Mathematics/Computer Science from Odessa State University, Ukraine. She is a Chartered Financial Analyst (CFA). CFA - Chartered Financial Analyst Issued by: CFA Institute  Prerequisites/Experience Required: Candidate must meet one of the following requirements: • • Undergraduate degree and 4 years of professional experience involving investment decision-making, or 4 years qualified work experience (full time, but not necessarily investment related) Educational Requirements: Self-study program (250 hours of study for each of the 3 levels) Examination Type: 3 course exams Continuing Education/Experience Requirements: None Item 3- Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4- Other Business Activities None. Item 5- Additional Compensation None to report. Item 6 - Supervision Heydon Traub supervises Agnes Olshansky.  Item 1- Cover Page Traub Capital Management, LLC 97 Chapel Street, Suite 7, Needham, MA 02492 781-453-3929 www.traubcapital.com February 26, 2026 This Brochure Supplement provides information about Jake Bulian that supplements the Traub Capital Management [TCM] Brochure. You should have received a copy of that Brochure. Please contact Heydon Traub if you did not receive TCM’s Brochure or if you have any questions about the contents of this supplement. Additional information about Jake Bulian is available on the SEC’s website at www.adviserinfo.sec.gov. Item 2- Educational Background and Business Experience Jake Bulian is a wealth manager for Traub Capital Management. Prior to joining Traub Capital, Jake worked at Deloitte in their Private Equity Tax group. He specialized in private equity and other partnership taxation, helping major investment management clients with their tax planning & compliance needs. Prior to that, Jake worked at State Street Corporation in their Private Equity Administration group for 5 years, where he was able to hone his accounting and valuation skills that he still uses in fundamental analysis today. Jake has a bachelor’s degree in finance from Quinnipiac University. He is a Chartered Financial Analyst (CFA).  CFA - Chartered Financial Analyst Issued by: CFA Institute Prerequisites/Experience Required: Candidate must meet one of the following requirements: • • Undergraduate degree and 4 years of professional experience involving investment decision-making, or 4 years qualified work experience (full time, but not necessarily investment related) Educational Requirements: Self-study program (250 hours of study for each of the 3 levels) Examination Type: 3 course exams Continuing Education/Experience Requirements: None Item 3- Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4- Other Business Activities None. Item 5- Additional Compensation None to report. Item 6 - Supervision Heydon Traub supervises Jake Bulian.