SourcingSourcing

ACK ASSET MANAGEMENT LLC

C28
CRD 155136·SEC 801-71844·GREENWICH, CT
AUM
$1.07B
$1B+
Est. Revenue
$10.7M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACK ASSET MANAGEMENT LLC
CRD
155136
SEC file #
801-71844
EIN
454855329
DBA names
—

Economics

AUM
$1.07B
AUM band
$1B+
AUM trajectory
'20'26
$543.6M → $1.07B▲ +97%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
linkedin.com/company/ack-asset-management-llc/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEISENBERG, RICHARD, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
MEISENBERG, RICHARD, SCOTT
REILLY, JOHN, HENRY
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
fallback_guess:ackasset.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001547589
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2012-05-18
Edgar Last Filing Date
2025-10-07
Edgar Form D Count
15
Edgar Form D Offerings
2025-10-072025-10-07 · 0001547589-25-000002
2024-10-092024-10-09 · 0000899140-24-001069

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
Goldman Sachs14
Wells Fargo7
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
777 WEST PUTNAM, SUITE 300SUITE 300GREENWICH, CT 06830
Business
777 WEST PUTNAM, SUITE 300SUITE 300GREENWICH, CT 06830
Edgar EIN
454855329
Edgar Recent Filings
D/A2025-10-07 · 0001547589-25-000002
D/A2024-10-09 · 0000899140-24-001069
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1293992
Trust Company Affiliate
No

People (6)

6
MEISENBERG, RICHARD, SCOTT
Direct Owner · 62.5%
1293992
REILLY, JOHN, HENRY
Direct Owner · 37.5%
3177531
AGUIRRE, ANDRES, MAURICIO
Executive Officer · 2.5%
5447939
COOPER, KENNETH, FRANK
Executive Officer · 2.5%
5859395
KISSELL, WILLIAM, ANDREW
Executive Officer · 2.5%
1403540
KERR, GORDON, CHARLES
Executive Officer · 2.5%
4460908