VAN LEEUWEN & COMPANY, LLC
C24
CRD 126447·SEC 801-85177·PRINCETON, NJ
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
VAN LEEUWEN & COMPANY, LLC
CRD
126447
SEC file #
801-85177
EIN
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DBA names
Van Leeuwen & Company, Llc
Economics
AUM
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AUM band
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AUM trajectory
'20 · $160.7M
'21 · $227.6M
'22 · $268.4M
'23 · $315.8M
'20'23
$160.7M → $315.8M▲ +96%
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)
'20 · 3 advisors
'21 · 4 advisors
'22 · 5 advisors
'23 · 4 advisors
'20'23
3 advisors → 4 advisors▲ +33%
Primary office
PRINCETON NJ
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
Compliance & brand
All other collected signals (6)
Everything else we've pulled for this record, not yet curated into a section.