SourcingSourcing

ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.

C22
CRD 150522·SEC 801-70264·NEW YORK, NY
AUM
$11.30B
$1B+
Est. Revenue
$113.0M
@ 1% on AUM
Est. EBITDA
$33.9M
@ 30% margin
Est. Deal Value
$271.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.
CRD
150522
SEC file #
801-70264
EIN
000000000
DBA names
—

Economics

AUM
$11.30B
AUM band
$1B+
AUM trajectory
'20'26
$5.90B → $11.30B▲ +92%
Client mix
Pooled Investment Vehicles21

Operations

Employees (total)
124
Advisory staff (per ADV)
62
Advisory staff (5-yr trend)
'20'26
29 advisors → 62 advisors▲ +114%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/one-william-street-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHERR, DAVID, NEAL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
10
Control Persons
SHERR, DAVID, NEAL
SIMONS, JOSHUA, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001468034
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2009-07-09
Edgar Last Filing Date
2009-07-09
Edgar Form D Count
1
Edgar Form D Offerings
2009-07-092009-07-09 · 0001468034-09-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Northern Trust25
Jpmorgan16
Bny Mellon14
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
ONE WILLIAM STREET CAPITAL PARTNERS GP1271 AVENUE OF THE AMERICAS, 39TH FLOORNEW YORK, NY 10020
Business
ONE WILLIAM STREET CAPITAL PARTNERS GP1271 AVENUE OF THE AMERICAS, 39TH FLOORNEW YORK, NY 10020
Edgar EIN
000000000
Edgar Recent Filings
D2009-07-09 · 0001468034-09-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2042211
Trust Company Affiliate
Yes

People (8)

8
SHERR, DAVID, NEAL
Direct Owner · 62.5%
2042211
SIMONS, JOSHUA, DAVID
Direct Owner · 7.5%
4303192
ZIFFER, MATTHEW, JED
Direct Owner · 7.5%
3169778
DAMOULAKIS, ARTHUR, CONSTANTINE
Executive Officer · 2.5%
8142184
EPES, CHRISTOPHER, ROBINSON
Executive Officer · 2.5%
4743724
FRUMBERG, CRYSTAL, KELYN
Executive Officer · 2.5%
8190613
LOCHER, KURT, ANTHONY
Executive Officer · 2.5%
1918968
PREZIOSO, FRANK, CARMEN
Executive Officer · 2.5%
2266352