SourcingSourcing

CUMBERLAND HILL CAPITAL MANAGEMENT LLC

C49
CRD 142227·SEC 801-67283·DALLAS, TX
AUM
$18.1M
<$25M
Est. Revenue
$182K
@ 1% on AUM
Est. EBITDA
$54K
@ 30% margin
Est. Deal Value
$436K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CUMBERLAND HILL CAPITAL MANAGEMENT LLC
CRD
142227
SEC file #
801-67283
EIN
—
DBA names
—

Economics

AUM
$18.1M
AUM band
<$25M
AUM trajectory
'20'26
$48.6M → $18.1M▼ -63%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
ironwoodfunding.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

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

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IRONWOODFUNDING.COM
Rdap Domain Creation Date
2024-01-22T22:23:08Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-22T22:23:08Z
Rdap Domain Last Changed
2025-11-23T07:56:46Z
Rdap Nameservers
Ns10.worldnic.comNs9.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4404652
Trust Company Affiliate
No

People (2)

2
MADDEN, RODNEY, TUCKER
IAR · Direct Owner · 87.5%
4404652
TODD RICHARD GOUGH
IAR
2369010