SourcingSourcing

AETOS ALTERNATIVES MANAGEMENT, L.P.

C38
CRD 116761·SEC 801-60760·NEW YORK, NY
AUM
$5.80B
$1B+
Est. Revenue
$58.0M
@ 1% on AUM
Est. EBITDA
$17.4M
@ 30% margin
Est. Deal Value
$139.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AETOS ALTERNATIVES MANAGEMENT, L.P.
CRD
116761
SEC file #
801-60760
EIN
—
DBA names
Aetos Alternatives Management

Economics

AUM
$5.80B
AUM band
$1B+
AUM trajectory
'20'26
$11.31B → $5.80B▼ -49%
Client mix
Individuals High Net Worth65
Charitable Organizations16
Pension Profit Sharing Plans13
Pooled Investment Vehicles7
Investment Companies3

Operations

Employees (total)
19
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
19 advisors → 15 advisors▼ -21%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/aetos-alternatives-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACLP, LP
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
ACLP, LP
CASSCELLS, RHEA, ELIZABETH ANNE
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
fallback_guess:aetosalternatives.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Jpmorgan15
State Street5
E*trade4
Northern Trust1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
CASSCELLS, RHEA, ELIZABETH ANNE
Direct Owner · 37.5%
1408813
KLEIN, MICHAEL, FREDERICK
Direct Owner · 37.5%
2669395
SCHAAFF, HAROLD, JAMES
Direct Owner · 7.5%
1994265
BAUM, MARC, LEWIS
Executive Officer · 2.5%
1580046
ROMEO, VALERIE, ANN
Executive Officer · 2.5%
2289004
SAWYER, SCOTT, DAVID
Executive Officer · 2.5%
5654732