SourcingSourcing

NANTUCKET MULTI MANAGERS, LLC

B59
CRD 129024·SEC 801-62592·BLOOMFIELD HILLS, MI
AUM
$260.2M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$781K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NANTUCKET MULTI MANAGERS, LLC
CRD
129024
SEC file #
801-62592
EIN
000000000
DBA names
—

Economics

AUM
$260.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$274.2M → $260.2M▼ -5%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
5 advisors → 2 advisors▼ -60%
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisersOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
02/02/2026
ADV-W filed at
—
Website
linkedin.com(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NANTUCKET CAPITAL MANAGEMENT LLC ("NCM")
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
NANTUCKET CAPITAL MANAGEMENT LLC ("NCM")
GOLDSMITH, WILLIAM, KEY MOORS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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
No

SEC EDGAR

Edgar Cik
0001292046
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2004-05-24
Edgar Last Filing Date
2026-02-12
Edgar Form D Count
22
Edgar Form D Offerings
2026-02-122026-02-12 · 0001292046-26-000001
2025-02-192025-02-19 · 0001006455-25-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Lpl Financial4
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
89 NEXUS WAYCAMANA BAYGRAND CAYMAN, E9, KY1-9007
Business
89 NEXUS WAYCAMANA BAYGRAND CAYMAN, E9, KY1-9007
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-12 · 0001292046-26-000001
D/A2025-02-19 · 0001006455-25-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
WILLIAM KEY MOORS GOLDSMITH
Executive Officer · 2.5%
846124
GREENSTONE, ELIZABETH, ANN
Executive Officer · 2.5%
2556722
MANIACI, VIRGINIA, MARIE
Executive Officer · 2.5%
4692195
ERIC MATTHEW STRZEMPEK
Executive Officer · 2.5%
5950779