SourcingSourcing

AILERON LTD

C31
CRD 109174·SEC 801-56778·BINGHAM FARMS, MI
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AILERON LTD
CRD
109174
SEC file #
801-56778
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Charitable Organizations7
Pension Profit Sharing Plans1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
BINGHAM FARMS MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consulting
Fee basis
Fixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
aileronconsult.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KURRIE, PETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KURRIE, PETER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AILERONCONSULT.COM
Rdap Domain Creation Date
2017-04-06T13:48:02Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
38,760
Form 5500 Compensation Trajectory 3y
202538,760
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
38,760
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-06T13:48:02Z
Rdap Domain Last Changed
2026-03-09T14:48:09Z
Rdap Nameservers
Ns1.messagingengine.comNs2.messagingengine.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5353664
Trust Company Affiliate
No

People (1)

1
KURRIE, PETER
Direct Owner · 87.5%
5353664