SourcingSourcing

LUBERT-ADLER MANAGEMENT COMPANY, L.P.

C39
CRD 155201·SEC 801-71911·PHILADELPHIA, PA
AUM
$2.81B
$1B+
Est. Revenue
$28.1M
@ 1% on AUM
Est. EBITDA
$8.4M
@ 30% margin
Est. Deal Value
$67.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LUBERT-ADLER MANAGEMENT COMPANY, L.P.
CRD
155201
SEC file #
801-71911
EIN
—
DBA names
—

Economics

AUM
$2.81B
AUM band
$1B+
AUM trajectory
'20'26
$2.94B → $2.81B▼ -4%
Client mix
Pooled Investment Vehicles27

Operations

Employees (total)
24
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
19 advisors → 10 advisors▼ -47%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
lubertadler.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADLER, DEAN, STEWART
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ADLER, DEAN, STEWART
LUBERT, IRA, MARK
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
LUBERTADLER.COM
Rdap Domain Creation Date
1998-06-25T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - 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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan33
Charles Schwab24
Wells Fargo10
E*trade4
Morgan Stanley3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-24T04:00:00Z
Rdap Domain Last Changed
2024-08-21T14:58:50Z
Rdap Nameservers
Ns10.digicertdns.comNs11.digicertdns.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1443469
Trust Company Affiliate
No

People (2)

2
ADLER, DEAN, STEWART
Direct Owner · 87.5%
1443469
LUBERT, IRA, MARK
Direct Owner · 17.5%
2516958