METACAPITAL MANAGEMENT, L.P.
C37
CRD 138405·SEC 801-73880·NEW YORK, NY
AUM
$1.31B
$1B+
Est. Revenue
$13.1M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $6.01B
'21 · $11.89B
'22 · $1.31B
'23 · $639.7M
'25 · $1.39B
'26 · $1.31B
'20'26
$6.01B → $1.31B▼ -78%
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 9 advisors
'22 · 6 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
8 advisors → 3 advisors▼ -62%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-03-272026-03-27 · 0000919574-26-001938
2025-03-282025-03-28 · 0000919574-25-002158
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
CITCO FUND SERVICES (CAYMAN ISLANDS) LTD89 NEXUS WAY PO BOX 31106GRAND CAYMAN, E9, KY1-1205
Business
CITCO FUND SERVICES (CAYMAN ISLANDS) LTD89 NEXUS WAY PO BOX 31106GRAND CAYMAN, E9, KY1-1205
Edgar Recent Filings
D/A2026-03-27 · 0000919574-26-001938
D/A2025-03-28 · 0000919574-25-002158