SourcingSourcing

FIVE ARROWS MANAGERS NORTH AMERICA LLC

C21
CRD 136191·SEC 801-64560·MANHATTAN BEACH, CA
AUM
$3.37B
$1B+
Est. Revenue
$33.7M
@ 1% on AUM
Est. EBITDA
$10.1M
@ 30% margin
Est. Deal Value
$80.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIVE ARROWS MANAGERS NORTH AMERICA LLC
CRD
136191
SEC file #
801-64560
EIN
—
DBA names
—

Economics

AUM
$3.37B
AUM band
$1B+
AUM trajectory
'20'26
$1.25B → $3.37B▲ +170%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
16
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
10 advisors → 11 advisors▲ +10%
Primary office
MANHATTAN BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
rothschildandco.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FIVE ARROWS
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
7
Control Persons
FIVE ARROWS
CLANCY, MICHAEL, DAVITT
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
ROTHSCHILDANDCO.COM
Rdap Domain Creation Date
2013-07-22T14:17:13Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
CSC Corporate Domains, Inc.

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 (14)

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
U.s. Bank32
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-22T14:17:13Z
Rdap Domain Last Changed
2025-07-18T05:11:09Z
Rdap Nameservers
Cass.ns.cloudflare.comGabriel.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Top Owner CRD
175510
Trust Company Affiliate
No

People (7)

7
FIVE ARROWS
Direct Owner · 87.5%
175510
CLANCY, MICHAEL, DAVITT
Executive Officer · 2.5%
5075452
HATLEY, MICHAEL, DALE
Executive Officer · 2.5%
2025021
Kelly M Henry
Executive Officer · 2.5%
6645746
SKOR, HEIDIMARIE, ELEONORE
Executive Officer · 2.5%
4641297
WHITE, RYAN, JOSEPH
Executive Officer · 2.5%
5770473
LOPEZ, CYNTHIA
Executive Officer · 2.5%
7010589