SourcingSourcing

KSL ADVISORS, LLC

C26
CRD 155677·SEC 801-73674·DENVER, CO
AUM
$25.61B
$1B+
Est. Revenue
$256.1M
@ 1% on AUM
Est. EBITDA
$76.8M
@ 30% margin
Est. Deal Value
$614.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KSL ADVISORS, LLC
CRD
155677
SEC file #
801-73674
EIN
203270347
DBA names
Ksl Capital Partners

Economics

AUM
$25.61B
AUM band
$1B+
AUM trajectory
'20'26
$10.15B → $25.61B▲ +152%
Client mix
Pooled Investment Vehicles60

Operations

Employees (total)
135
Advisory staff (per ADV)
71
Advisory staff (5-yr trend)
'20'26
49 advisors → 71 advisors▲ +45%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

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

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KSL ADVISORS HOLDINGS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
KSL ADVISORS HOLDINGS, LP
MCDERMOTT, PETER, RICHARD
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
fallback_guess:ksl.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
251
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001633629
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2015-02-17
Edgar Last Filing Date
2021-10-28
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2021-10-28
Accession0001567619-21-018803

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Jpmorgan118
Wells Fargo22
E*trade4
Edgar Addresses
Mailing
100 ST. PAUL STREET, SUITE 800DENVER, CO 80206
Business
100 ST. PAUL STREET, SUITE 800DENVER, CO 80206
Edgar EIN
203270347
Edgar Recent Filings
13F-HR2021-10-28 · 0001567619-21-018803
13F-HR2021-07-30 · 0001567619-21-014188
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (6)

6
MCDERMOTT, PETER, RICHARD
Executive Officer · 2.5%
2906454
MCGRATH, THOMAS, EDWARD
Executive Officer · 2.5%
6639195
RESNICK, ERIC, CHARLES
Executive Officer · 2.5%
2249599
ROHNSTOCK, KEVIN, ROBERT
Executive Officer · 2.5%
6020203
SIEGEL, STEVEN, S
Executive Officer · 2.5%
5877630
TAYLOR, TIMOTHY, NOLEN
Executive Officer · 2.5%
6258780