SourcingSourcing

KABOUTER MANAGEMENT, LLC

C42
CRD 153099·SEC 801-71611·CHICAGO, IL
AUM
$992.5M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KABOUTER MANAGEMENT, LLC
CRD
153099
SEC file #
801-71611
EIN
000000000
DBA names
—

Economics

AUM
$992.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$4.03B → $992.5M▼ -75%
Client mix
Pooled Investment Vehicles5
Other Investment Advisers1

Operations

Employees (total)
15
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
15 advisors → 7 advisors▼ -53%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/kabouter-management-l-l-c-(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KABOUTER HOLDINGS, INC.
Top Owner Pct
87.5
Owner Count
5
Control Persons
KABOUTER HOLDINGS, INC.
CHOI, LINDA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kabouter.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001602045
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2014-03-10
Edgar Last Filing Date
2024-05-13
Edgar Form D Count
12
Edgar Form D Offerings
2024-05-132024-05-13 · 0000950123-24-004458
2023-05-112023-05-11 · 0001209191-23-028614

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5162
Soi Zip Pct 200k Plus
0.2673
Soi Zip Returns 200k Plus
5,360
Soi Zip Total AGI
6,909,389
Census Median Hh Income
126,812
Census High Income Households
7,531
Census Median Age
38.3
Census Pop 65 66 Total
724
Census Total Households
23,054
Census NAICS 523930 Count
18
Fdic Zip Total Deposits
82,252,893,000
Fdic Zip Branch Count
577
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Citibank, National Association

Compliance & brand

Firm Registration Status
active
Nfa Member Status
unresolved

All other collected signals (26)

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
Census Bachelors Plus Count
12,205
Census Median Home Value
655,500
Census NAICS 523930 Employees
0
Census Unemployed Count
520
Census Zip
60611
Custodian Candidates
Full
Goldman Sachs24
Northern Trust8
Morgan Stanley5
State Street4
E*trade4
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, P.O. BOX 309GRAND CAYMAN, E9, KY1-1104
Business
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, P.O. BOX 309GRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2024-05-13 · 0000950123-24-004458
D/A2023-05-11 · 0001209191-23-028614
Fdic Zip Branches Raw
North BankChicago, IL
North BankChicago, IL
Fdic Zip HHI
966.79
Fdic Zip Top Bank Share Pct
23.75
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,263
Returns2,260
Stub 2
AGI83,813
Returns2,220
Stub 3
AGI174,017
Returns2,760
Soi Zip Total Business Income
150,471
Soi Zip Total Cap Gains
1,647,694
Soi Zip Total Dividends
533,640
Soi Zip Total Returns
20,050
Trust Company Affiliate
Yes

People (4)

4
CHOI, LINDA
Executive Officer · 2.5%
5811652
HOUTZAGER, MARCEL, PACO
Executive Officer · 2.5%
2103094
ZALDIVAR, PETER
Executive Officer · 2.5%
5811647
Shah, Sandeep
Executive Officer · 2.5%
6772804