SourcingSourcing

MATTHEW 25 MANAGEMENT CORP

A68
CRD 104566·SEC 801-49550·AMBLER, PA
AUM
$315.9M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$948K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MATTHEW 25 MANAGEMENT CORP
CRD
104566
SEC file #
801-49550
EIN
232804868
DBA names
—

Economics

AUM
$315.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$323.0M → $315.9M▼ -2%
Client mix
Investment Companies1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
AMBLER PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MULHOLLAND, MARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MULHOLLAND, MARK
BUCK, LESLEY, ANNE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001351431
Edgar Registered
Yes
Edgar Filing Count
84
Edgar First Filing Date
2006-02-07
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
69
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001351431-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
E*trade4
Edgar Addresses
Mailing
122 E. BUTLER AVENUESUITE 300AMBLER, PA 19002
Business
122 E. BUTLER AVENUESUITE 300AMBLER, PA 19002
Edgar EIN
232804868
Edgar Recent Filings
13F-HR2026-05-12 · 0001351431-26-000003
13F-HR2026-02-03 · 0001351431-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1123507
Trust Company Affiliate
No

People (2)

2
MARK MULHOLLAND
Direct Owner · 87.5%
1123507
BUCK, LESLEY, ANNE
Executive Officer · 2.5%
4937235