SourcingSourcing

HAYFIN CAPITAL MANAGEMENT LLC

C26
CRD 157131·SEC 801-73574·NEW YORK, NY
AUM
$1.61B
$1B+
Est. Revenue
$16.1M
@ 1% on AUM
Est. EBITDA
$4.8M
@ 30% margin
Est. Deal Value
$38.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HAYFIN CAPITAL MANAGEMENT LLC
CRD
157131
SEC file #
801-73574
EIN
—
DBA names
—

Economics

AUM
$1.61B
AUM band
$1B+
AUM trajectory
'20'26
$1.32B → $1.61B▲ +22%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
33
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'20'26
15 advisors → 32 advisors▲ +113%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow 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
hayfin.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAYFIN CAPITAL MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
HAYFIN CAPITAL MANAGEMENT
BLISS, RICHARD, CUNNINGHAM
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
ok
Rdap Domain
HAYFIN.COM
Rdap Domain Creation Date
2009-02-27T13:38:01Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
57
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
U.s. Bank12
E*trade4
Morgan Stanley1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-27T13:38:01Z
Rdap Domain Last Changed
2026-02-26T08:37:09Z
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
BLISS, RICHARD, CUNNINGHAM
Executive Officer · 2.5%
4842804
Sarafilovic, Kevin
Executive Officer · 2.5%
8087089
PETER G SWANSON
Executive Officer · 2.5%
5765971
MILLER, TERESHA, ALDYTH
Executive Officer · 2.5%
7508837