SourcingSourcing

SERENGETI ASSET MANAGEMENT LP

C39
CRD 156366·SEC 801-73476·WEST PALM BEACH, FL
AUM
$1.48B
$1B+
Est. Revenue
$14.8M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$35.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SERENGETI ASSET MANAGEMENT LP
CRD
156366
SEC file #
801-73476
EIN
000000000
DBA names
—

Economics

AUM
$1.48B
AUM band
$1B+
AUM trajectory
'20'26
$1.62B → $1.48B▼ -9%
Client mix
Pooled Investment Vehicles52

Operations

Employees (total)
29
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
13 advisors → 10 advisors▼ -23%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/serengetiasset(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LANASA, JOSEPH, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
LANASA, JOSEPH, A
J.L. SERENGETI MANAGEMENT LLC
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
fallback_guess:serengetiasset.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001584023
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2013-08-15
Edgar Last Filing Date
2023-08-11
Edgar Form D Count
11
Edgar Form D Offerings
2023-08-112023-08-11 · 0000902664-23-004356
2022-08-122022-08-12 · 0000902664-22-003907

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 Sachs36
Jpmorgan36
Northern Trust34
Morgan Stanley7
E*trade4
Edgar Addresses
Mailing
C/O SERENGETI ASSET MANAGEMENT LP632 BROADWAY, SUITE 901NEW YORK, NY 10012
Business
C/O SERENGETI ASSET MANAGEMENT LP632 BROADWAY, SUITE 901NEW YORK, NY 10012
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-08-11 · 0000902664-23-004356
D/A2022-08-12 · 0000902664-22-003907
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2931361
Trust Company Affiliate
Yes

People (4)

4
LANASA, JOSEPH, A
Direct Owner · 87.5%
2931361
MADILL, ALISON, MARIE
Executive Officer · 2.5%
8068627
MARTINEZ, ALBERT, JOSEPH
Executive Officer · 2.5%
7220751
VEJSELI, KAREN, TAME
Executive Officer · 2.5%
4671929