SourcingSourcing

KIRKOSWALD CAPITAL MANAGEMENT LIMITED

C45
CRD 139217·SEC 801-66016
AUM
$5.01B
$1B+
Est. Revenue
$50.1M
@ 1% on AUM
Est. EBITDA
$15.0M
@ 30% margin
Est. Deal Value
$120.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KIRKOSWALD CAPITAL MANAGEMENT LIMITED
CRD
139217
SEC file #
801-66016
EIN
000000000
DBA names
—

Economics

AUM
$5.01B
AUM band
$1B+
AUM trajectory
'20'26
$6.70B → $5.01B▼ -25%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
10
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
28 advisors → 7 advisors▼ -75%
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
04/30/2026
ADV-W filed at
—
Website
kirkoswald.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIRKOSWALD GROUP HOLDINGS LTD.
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
6
Control Persons
KIRKOSWALD GROUP HOLDINGS LTD.
GILBERT, DAVID, FRANCIS
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
KIRKOSWALD.COM
Rdap Domain Creation Date
2014-06-19T18:11:45Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001597653
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2014-03-27
Edgar Last Filing Date
2025-12-18
Edgar Form D Count
13
Edgar Form D Offerings
2025-12-182025-12-18 · 0001597653-25-000003
2024-10-072024-10-07 · 0001597653-24-000001
Edgar Former Names
EMSO Ltd.
Emso Ltd.

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 Mellon6
E*trade4
Edgar Addresses
Mailing
C/O KIRKOSWALD CAPITAL MGMT LIMITED110 PARK STREET, LGLONDON, W1K 6NXUnited Kingdom
Business
C/O KIRKOSWALD CAPITAL MGMT LIMITED110 PARK STREET, LGLONDON, W1K 6NXUnited Kingdom
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-18 · 0001597653-25-000003
D/A2024-10-07 · 0001597653-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-19T18:11:45Z
Rdap Domain Last Changed
2025-11-01T08:14:27Z
Rdap Nameservers
Ns1-08.azure-dns.comNs2-08.azure-dns.netNs3-08.azure-dns.orgNs4-08.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (5)

5
GILBERT, DAVID, FRANCIS
Executive Officer · 2.5%
6131577
JANSEN, MICHIEL, PETER, HUBERTUS
Executive Officer · 2.5%
6138226
ATKINSON, STUART, JAMES
Executive Officer · 2.5%
6323234
MAURO, JOSEPH, SCOTT
Executive Officer · 2.5%
2443935
Press, Matthew
Executive Officer · 2.5%
6630125