S. MUOIO & CO. LLC
B60
CRD 155549·SEC 801-72307·NEW YORK, NY
AUM
$95.1M
$25M-$100M
Est. Revenue
$951K
@ 1% on AUM
Est. EBITDA
$285K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $168.8M
'21 · $174.9M
'22 · $154.2M
'23 · $188.9M
'25 · $82.8M
'26 · $95.1M
'20'26
$168.8M → $95.1M▼ -44%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com