NEPHILA CAPITAL LTD.

C39
CRD 132780·SEC 801-63514
AUM
$12.88B
$1B+
Est. Revenue
$128.8M
@ 1% on AUM
Est. EBITDA
$38.6M
@ 30% margin
Est. Deal Value
$309.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEPHILA CAPITAL LTD.
CRD
132780
SEC file #
801-63514
EIN
000000000
DBA names

Economics

AUM
$12.88B
AUM band
$1B+
AUM trajectory
'20'26
$15.87B → $12.88B▼ -19%
Client mix
Pooled Investment Vehicles39

Operations

Employees (total)
27
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
16 advisors → 9 advisors▼ -44%
Primary office
Branches

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/20/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEPHILA HOLDINGS LTD
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
10
Control Persons
NEPHILA HOLDINGS LTD
DYER, JEAN, PAUL
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
ok
Rdap Domain
NEPHILA.COM
Rdap Domain Creation Date
2002-05-05T18:55:23Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001370193
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2006-07-07
Edgar Last Filing Date
2025-12-04
Edgar Form D Count
17
Edgar Form D Offerings
2025-12-042025-12-04 · 0001370193-25-000002
2024-12-112024-12-11 · 0001370193-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Bny Mellon54
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
VICTORIA PLACE, 3RD FLOOR WEST31 VICTORIA STREETHAMILTON, D0, HM 10
Business
VICTORIA PLACE, 3RD FLOOR WEST31 VICTORIA STREETHAMILTON, D0, HM 10
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-04 · 0001370193-25-000002
D/A2024-12-11 · 0001370193-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-05T18:55:23Z
Rdap Domain Last Changed
2022-03-06T09:41:54Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes