SourcingSourcing

MICROVEST CAPITAL MANAGEMENT, LLC

B55
CRD 153395·SEC 801-71725·WASHINGTON, DC
AUM
$140.3M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$421K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MICROVEST CAPITAL MANAGEMENT, LLC
CRD
153395
SEC file #
801-71725
EIN
000000000
DBA names
Microvest Capital Management

Economics

AUM
$140.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$336.4M → $140.3M▼ -58%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
12 advisors → 3 advisors▼ -75%
Primary office
WASHINGTON DC
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
microvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MICROVEST GENERAL PARTNER
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MICROVEST GENERAL PARTNER
Cherim, Jan, Gregersen
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
MICROVEST.COM
Rdap Domain Creation Date
1997-10-22T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001533872
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2011-10-31
Edgar Last Filing Date
2018-01-31
Edgar Form D Count
8
Edgar Form D Offerings
2018-01-312018-01-31 · 0000919574-18-000738
2017-04-072017-04-07 · 0000919574-17-003219

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
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
MICROVEST CAPITAL MANAGEMENT, LLC7315 WISCONSIN AVENUE, SUITE 300WBETHESDA, MD 20814
Business
MICROVEST CAPITAL MANAGEMENT, LLC7315 WISCONSIN AVENUE, SUITE 300WBETHESDA, MD 20814
Edgar EIN
000000000
Edgar Recent Filings
D/A2018-01-31 · 0000919574-18-000738
D/A2017-04-07 · 0000919574-17-003219
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-21T04:00:00Z
Rdap Domain Last Changed
2025-10-22T07:49:50Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (3)

3
Cherim, Jan, Gregersen
Executive Officer · 2.5%
7903728
MONACO, THOMAS, JOHN
Executive Officer · 2.5%
2666147
SHEEHAN, PAUL
Executive Officer · 2.5%
3248092