STIEVEN CAPITAL ADVISORS, L.P.
C47
CRD 136106·SEC 801-64668·ST. LOUIS, MO
AUM
$563.4M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $586.1M
'21 · $674.9M
'22 · $625.6M
'23 · $833.5M
'25 · $564.7M
'26 · $563.4M
'20'26
$586.1M → $563.4M▼ -4%
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 8 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
9 advisors → 7 advisors▼ -22%
Branches
—
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
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-02-272026-02-27 · 0000902664-26-001333
2025-02-282025-02-28 · 0000902664-25-001275
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
INTERTRUST CORPORATE SVCS (CAYMAN) LTDONE NEXUS WAY, CAMANA BAYGRAND CAYMAN, E9, KY1-9005
Business
INTERTRUST CORPORATE SVCS (CAYMAN) LTDONE NEXUS WAY, CAMANA BAYGRAND CAYMAN, E9, KY1-9005
Edgar Recent Filings
D/A2026-02-27 · 0000902664-26-001333
D/A2025-02-28 · 0000902664-25-001275