SourcingSourcing

SPIRIT OF AMERICA MANAGEMENT CORP

B58
CRD 110023·SEC 801-54782·SYOSSET, NY
AUM
$540.0M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPIRIT OF AMERICA MANAGEMENT CORP
CRD
110023
SEC file #
801-54782
EIN
000000000
DBA names
—

Economics

AUM
$540.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$862.3M → $540.0M▼ -37%
Client mix
Individuals Other20
Investment Companies1

Operations

Employees (total)
35
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'20'26
47 advisors → 32 advisors▼ -32%
Primary office
SYOSSET NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
01/23/2026
ADV-W filed at
—
Website
soafunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LERNER, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LERNER, DAVID
CHODOSH, ALAN, P
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
SOAFUNDS.COM
Rdap Domain Creation Date
2014-05-03T06:58:51Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001041283
Edgar Registered
Yes
Edgar Filing Count
99
Edgar First Filing Date
2008-10-29
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
98
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001104659-26-043635

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
14
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
477 JERICHO TURNPIKEP.O. BOX 9006SYOSSET, NY 11791-9006
Business
477 JERICHO TURNPIKESYOSSET, NY 11791
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-15 · 0001104659-26-043635
13F-HR2026-01-15 · 0001104659-26-004037
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-12T11:59:59Z
Rdap Domain Last Changed
2025-09-13T17:31:06Z
Rdap Nameservers
Ns1.wix.comNs2.wix.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
307120
Trust Company Affiliate
No

People (18)

18
DAVID LERNER
Direct Owner · 87.5%
307120
ALAN P CHODOSH
Executive Officer · 2.5%
2918542
PICKARD, JOSEPH, CHALMERS
Executive Officer · 2.5%
2146398
JAMES MICHAEL EZEGELIAN
IAR
4977578
Peter Stephen Isler
IAR
7272755
RONALD IAN GANZ
IAR
4462863
ANGELO STRAZZERA
IAR
5864978
JONATHAN BRUCE HURWITZ
IAR
2580461
PATRICIA GOWAN KLEIN
IAR
6107967
MICHAEL JOSEPH NORTON
IAR
2617985
CHARLES CHRISTOPHER CASTRO
IAR
5556780
MAXIM TULUPNIKOFF
IAR
6188857
Sergey V Kovalev
IAR
6684149
JOHN MAURICE LAMONT
IAR
847214
RONALD LEWIS MORSE
IAR
341008
RAFAEL SCOTT KLEIN
IAR
2865823
Michal Lacheta
IAR
7426438
Nolan Crean
IAR
7773193