SourcingSourcing

LNK PARTNERS, LLC

B54
CRD 157725·SEC 801-73716·WHITE PLAINS, NY
AUM
$748.6M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$18.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LNK PARTNERS, LLC
CRD
157725
SEC file #
801-73716
EIN
453715537
DBA names
—

Economics

AUM
$748.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.15B → $748.6M▼ -35%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
6 advisors → 1 advisors▼ -83%
Primary office
WHITE PLAINS NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
lnkpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LNK MANAGEMENT, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
LNK MANAGEMENT, LP
LANDAU, DAVID, ALAN
Solo Advisor Indicator
Yes
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
LNKPARTNERS.COM
Rdap Domain Creation Date
2005-04-29T18:23:42Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001534038
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2011-11-10
Edgar Last Filing Date
2012-08-16
Edgar Form D Count
2
Edgar Form D Offerings
2012-08-162012-08-16 · 0000950142-12-001797
2011-11-102011-11-10 · 0000950142-11-001861

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Window
Jpmorgan1
Full
Jpmorgan7
E*trade4
Edgar Addresses
Mailing
81 MAIN STREETWHITE PLAINS, NY 10601
Business
81 MAIN STREETWHITE PLAINS, NY 10601
Edgar EIN
453715537
Edgar Recent Filings
D/A2012-08-16 · 0000950142-12-001797
D2011-11-10 · 0000950142-11-001861
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-29T18:23:42Z
Rdap Domain Last Changed
2026-02-18T14:47:10Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
LANDAU, DAVID, ALAN
Executive Officer · 2.5%
5917003
FOULLOIS, BETHANY, ELIZABETH
Executive Officer · 2.5%
4354532