SEARLE & CO.
B57
CRD 13035·SEC 801-68574·GREENWICH, CT
AUM
$629.9M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $275.7M
'21 · $305.4M
'22 · $363.2M
'23 · $402.8M
'25 · $649.0M
'26 · $629.9M
'20'26
$275.7M → $629.9M▲ +128%
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
8 advisors → 7 advisors▼ -12%
Branches
| Count | 8 |
Custodian & Brokerage
Filings
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 (14)
Everything else we've pulled for this record, not yet curated into a section.