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MACE CAPITAL MANAGEMENT, LLC

B64
CRD 134605·SEC 801-68603·NEW YORK, NY
AUM
$86.2M
$25M-$100M
Est. Revenue
$862K
@ 1% on AUM
Est. EBITDA
$258K
@ 30% margin
Est. Deal Value
$2.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MACE CAPITAL MANAGEMENT, LLC
CRD
134605
SEC file #
801-68603
EIN
—
DBA names
—

Economics

AUM
$86.2M
AUM band
$25M-$100M
AUM trajectory
'20'26
$40.8M → $86.2M▲ +111%
Client mix
Individuals Other53
Individuals High Net Worth11

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MACE, STEVEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MACE, STEVEN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2195661
Trust Company Affiliate
No

People (1)

1
MACE, STEVEN
IAR · Direct Owner · 87.5%
2195661