SourcingSourcing

EARNEST PARTNERS LLC

C29
CRD 107926·SEC 801-56189·ATLANTA, GA
AUM
$42.61B
$1B+
Est. Revenue
$426.1M
@ 1% on AUM
Est. EBITDA
$127.8M
@ 30% margin
Est. Deal Value
$1.02B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EARNEST PARTNERS LLC
CRD
107926
SEC file #
801-56189
EIN
000000000
DBA names
Earnest Partners, Llc

Economics

AUM
$42.61B
AUM band
$1B+
AUM trajectory
'20'26
$21.61B → $42.61B▲ +97%
Client mix
Other7,128
State Or Municipal Govt88
Corporations51
Pension Profit Sharing Plans44
Charitable Organizations44

Operations

Employees (total)
47
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
15 advisors → 16 advisors▲ +7%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/earnest-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WESTCHESTER LIMITED EP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
WESTCHESTER LIMITED EP, LLC
EP PARTNER POOL, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:earnest.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
66
Form 5500 Total Compensation
18,268,036
Form 5500 Compensation Trajectory 3y
202515,737,122
20262,530,914
20240
Form 5500 Plan Count Trajectory 3y
202548
202618
20241
Schedule C Total Compensation
18,268,036
Schedule C Service Provider Rows
67

SEC EDGAR

Edgar Cik
0001438810
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2008-06-26
Edgar Last Filing Date
2025-12-16
Edgar Form D Count
16
Edgar Form D Offerings
2025-12-162025-12-16 · 0001438810-25-000003
2024-12-172024-12-17 · 0001438810-24-000001
Edgar Former Names
ERNEST INTERNATIONAL POOLED GROUP TRUST

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street34
U.s. Bank4
Jpmorgan4
E*trade4
Charles Schwab3
Edgar Addresses
Mailing
C/O EARNEST PARTNERS LLC1180 PEACHTREE STREET, NE, SUITE 2300ATLANTA, GA 30309
Business
C/O EARNEST PARTNERS LLC1180 PEACHTREE STREET, NE, SUITE 2300ATLANTA, GA 30309
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-16 · 0001438810-25-000003
D/A2024-12-17 · 0001438810-24-000001
Fee Schedule
Bracket I63
Bracket Iii23
Bracket Vi6
Bracket Xi3
Bracket Xii3
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
VIERA, PAUL, ERNEST
IAR · Executive Officer · 2.5%
1190111
Choi, Sunna
Executive Officer · 2.5%
7839414
WILSON, JAMES, MACON
Executive Officer · 2.5%
4379265