HARBERT FUND ADVISORS, LLC
C25
CRD 110577·SEC 801-55926·BIRMINGHAM, AL
AUM
$7.82B
$1B+
Est. Revenue
$78.2M
@ 1% on AUM
Est. EBITDA
$23.5M
@ 30% margin
Est. Deal Value
$187.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $6.23B
'21 · $6.99B
'22 · $7.41B
'23 · $7.66B
'25 · $8.03B
'26 · $7.82B
'20'26
$6.23B → $7.82B▲ +26%
Operations
Advisory staff (5-yr trend)
'20 · 70 advisors
'21 · 82 advisors
'22 · 73 advisors
'23 · 77 advisors
'25 · 62 advisors
'26 · 62 advisors
'20'26
70 advisors → 62 advisors▼ -11%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Filings
ADV-W filed at
—
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 (8)
Everything else we've pulled for this record, not yet curated into a section.