FDO PARTNERS
C12
CRD 110310·SEC 801-55104·CAMBRIDGE, MA
AUM
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Est. Revenue
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@ 1% on AUM
Est. EBITDA
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@ 30% margin
Est. Deal Value
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@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
FDO PARTNERS
CRD
110310
SEC file #
801-55104
DBA names
Alpine Street Gp, Llc (relying Advisor)Fdo Partners LlcFdo Partners
Economics
AUM
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AUM band
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AUM trajectory
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Client mix
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Operations
Employees (total)
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Advisory staff (per ADV)
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Advisory staff (5-yr trend)
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Primary office
CAMBRIDGE MA
Branches
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Custodian & Brokerage
Filings
Latest ADV filing
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ADV-W filed at
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Website
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Compliance
Disclosures (firm)
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Trademark
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Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2017-09-202017-09-20 · 0001405086-17-000202
2016-09-272016-09-27 · 0001405086-16-000637
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| State Street | 3 |
Full
| State Street | 7 |
| Northern Trust | 4 |
| E*trade | 4 |
| Jpmorgan | 3 |
| Bny Mellon | 2 |
Edgar Addresses
Mailing
P.O. BOX 309UGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Business
P.O. BOX 309UGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Edgar Recent Filings
D/A2017-09-20 · 0001405086-17-000202
D/A2016-09-27 · 0001405086-16-000637