SourcingSourcing

MRM-HORIZON ADVISORS, LLC

B62
CRD 130585·SEC 801-62991·BOSTON, MA
AUM
$403.5M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MRM-HORIZON ADVISORS, LLC
CRD
130585
SEC file #
801-62991
EIN
043446822
DBA names
Mad River Investors

Economics

AUM
$403.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$203.8M → $403.5M▲ +98%
Client mix
Individuals High Net Worth68
Individuals Other21
Corporations6
Pension Profit Sharing Plans4
Pooled Investment Vehicles2

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
mriver.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SILVER, RICHARD, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SILVER, RICHARD, WILLIAM
CARLUCCIO, STEPHEN, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
MRIVER.COM
Rdap Domain Creation Date
1996-07-15T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
7
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001384484
Edgar Registered
Yes
Edgar Filing Count
82
Edgar First Filing Date
2007-02-14
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
79
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001384484-26-000004
Edgar Former Names
MRM-Horizon Advisors LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity12
Pershing4
E*trade4
State Street1
Edgar Addresses
Mailing
84 STATE STREETSUITE 1060BOSTON, MA 02109
Business
84 STATE STREETSUITE 1060BOSTON, MA 02109
Edgar EIN
043446822
Edgar Recent Filings
13F-HR2026-04-23 · 0001384484-26-000004
13F-HR2026-02-06 · 0001384484-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-06-30T11:59:59Z
Rdap Domain Last Changed
2022-09-08T20:32:49Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1216012
Trust Company Affiliate
No

People (4)

4
SILVER, RICHARD, WILLIAM
IAR · Direct Owner · 87.5%
1216012
CARLUCCIO, STEPHEN, CHARLES
IAR · Executive Officer · 2.5%
4754644
JOSHUA MICHAEL STEWART
IAR
3096378
Michael Thomas Gagne
IAR
8020557