KB & PARTNERS MANAGEMENT CO LLC
B53
CRD 108105·SEC 801-57422·NEW YORK, NY
AUM
$52.8M
$25M-$100M
Est. Revenue
$528K
@ 1% on AUM
Est. EBITDA
$158K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $65.8M
'21 · $74.6M
'22 · $63.8M
'23 · $78.1M
'25 · $57.2M
'26 · $52.8M
'20'26
$65.8M → $52.8M▼ -20%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Nameservers
Ns-1402.awsdns-47.orgNs-1786.awsdns-31.co.ukNs-343.awsdns-42.comNs-596.awsdns-10.net