SourcingSourcing

SHENKMAN CAPITAL MANAGEMENT, INC.

C30
CRD 112192·SEC 801-25180·NEW YORK, NY
AUM
$35.08B
$1B+
Est. Revenue
$350.8M
@ 1% on AUM
Est. EBITDA
$105.2M
@ 30% margin
Est. Deal Value
$842.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHENKMAN CAPITAL MANAGEMENT, INC.
CRD
112192
SEC file #
801-25180
EIN
000000000
DBA names
—

Economics

AUM
$35.08B
AUM band
$1B+
AUM trajectory
'20'26
$29.50B → $35.08B▲ +19%
Client mix
Pooled Investment Vehicles47
Insurance Companies46
Pension Profit Sharing Plans25
State Or Municipal Govt20
Charitable Organizations17

Operations

Employees (total)
146
Advisory staff (per ADV)
50
Advisory staff (5-yr trend)
'20'26
45 advisors → 50 advisors▲ +11%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
01/08/2026
ADV-W filed at
—
Website
linkedin.com/company/shenkman-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARK R. SHENKMAN REVOCABLE TRUST
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
MARK R. SHENKMAN REVOCABLE TRUST
SHENKMAN, MARK, RONALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
18
Form 5500 Total Participants
326
Form 5500 Total Compensation
7,183,371
Form 5500 Compensation Trajectory 3y
20256,366,559
2026816,812
20240
Form 5500 Plan Count Trajectory 3y
202515
20242
20261
Schedule C Total Compensation
7,183,371
Schedule C Service Provider Rows
18

SEC EDGAR

Edgar Cik
0001409064
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2007-08-03
Edgar Last Filing Date
2026-03-13
Edgar Form D Count
19
Edgar Form D Offerings
2026-03-132026-03-13 · 0000919574-26-001578
2025-03-142025-03-14 · 0000919574-25-001943

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
State Street39
U.s. Bank13
Goldman Sachs12
Jpmorgan9
E*trade4
Edgar Addresses
Mailing
C/O SHENKMAN CAPITAL MANAGEMENT, INC.151 WEST 42ND STREET, 29TH FLOORNEW YORK, NY 10036
Business
C/O SHENKMAN CAPITAL MANAGEMENT, INC.151 WEST 42ND STREET, 29TH FLOORNEW YORK, NY 10036
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-13 · 0000919574-26-001578
D/A2025-03-14 · 0000919574-25-001943
Fee Schedule
Bracket Vii62
Bracket X15
Bracket Xii11
Bracket Vi7
Bracket Xi3
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (10)

10
SHENKMAN, MARK, RONALD
Direct Owner · 62.5%
870536
SLATKY, JUSTIN, WARREN
Direct Owner · 17.5%
2911120
INGRAM, SHARON, ANN
Executive Officer · 2.5%
2323874
KURZER, ADAM, SCOTT
Executive Officer · 2.5%
1646951
LARSEN, JAMES, ROBERT
Executive Officer · 2.5%
8168139
MANGIERO, DANIEL, JAMES
Executive Officer · 2.5%
5114330
ROSENZWEIG, VICTOR, MOE
Executive Officer · 2.5%
4387373
SCANLON, NEIL, ANTHONY
Executive Officer · 2.5%
6617352
THOMAS, GLORIA, PENN
Executive Officer · 2.5%
7806591
WILLIAMS, JASON, DAVID
Executive Officer · 2.5%
7973013