SourcingSourcing

FINE CAPITAL PARTNERS, L.P.

C45
CRD 156889·SEC 801-73740·NEW YORK, NY
AUM
$986.0M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINE CAPITAL PARTNERS, L.P.
CRD
156889
SEC file #
801-73740
EIN
000000000
DBA names
—

Economics

AUM
$986.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$770.1M → $986.0M▲ +28%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
7 advisors → 3 advisors▼ -57%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHNEIDER, MARTIN, IVAR
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SCHNEIDER, MARTIN, IVAR
FINE, DEBRA, JANE
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001313153
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2004-12-28
Edgar Last Filing Date
2019-02-08
Edgar Form D Count
10
Edgar Form D Offerings
2019-02-082019-02-08 · 0000919574-19-000853
2018-02-092018-02-09 · 0000919574-18-000949
Edgar Former Names
Fine Offshore Fund Ltd

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 Sachs12
E*trade4
State Street1
Edgar Addresses
Mailing
STATE STREET (CAYMAN) TRUST, LTD.1 NEXUS WAY, SUITE #5203GRAND CAYMAN, E9, KY1-1103
Business
STATE STREET (CAYMAN) TRUST, LTD.1 NEXUS WAY, SUITE #5203GRAND CAYMAN, E9, KY1-1103
Edgar EIN
000000000
Edgar Recent Filings
D/A2019-02-08 · 0000919574-19-000853
D/A2018-02-09 · 0000919574-18-000949
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5925075
Trust Company Affiliate
No

People (4)

4
SCHNEIDER, MARTIN, IVAR
Direct Owner · 62.5%
5925075
FINE, DEBRA, JANE
Direct Owner · 37.5%
1408656
JOZWIAK, BRIAN, CHRISTOPHER
Executive Officer · 2.5%
5924993
WHITCHER, JONATHAN, PATRICK
Executive Officer · 2.5%
7245028