SourcingSourcing

FARLEY CAPITAL L.P.

C41
CRD 157747·SEC 801-73821
AUM
$250.3M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$751K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FARLEY CAPITAL L.P.
CRD
157747
SEC file #
801-73821
EIN
22303425
DBA names
Farley Capital

Economics

AUM
$250.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$164.3M → $250.3M▲ +52%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow 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
dispatchesfromindia.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEPHEN FARLEY LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
STEPHEN FARLEY LLC
STETSENKO, ANDREI, S.
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DISPATCHESFROMINDIA.COM
Rdap Domain Creation Date
2017-06-07T18:26:52Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001041997
Edgar Registered
Yes
Edgar Filing Count
42
Edgar First Filing Date
1997-07-09
Edgar Last Filing Date
2009-11-16
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2009-11-16
Accession0000902664-09-003911

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

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
Northern Trust10
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
655 THIRD AVESUITE 2520NEW YORK, NY 10017
Business
655 THIRD AVESUITE 2520NEW YORK, NY 10017
Edgar EIN
22303425
Edgar Recent Filings
13F-HR2009-11-16 · 0000902664-09-003911
13F-HR2009-08-14 · 0000902664-09-003334
Firm Has Custody
Yes
Rdap Domain Expiration Date
2031-06-07T18:26:52Z
Rdap Domain Last Changed
2022-05-03T19:20:28Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
STETSENKO, ANDREI, S.
Direct Owner · 37.5%
8206077
Allende, Evelyn
Executive Officer · 2.5%
7251085
FARLEY, STEPHEN, LAWRENCE
Executive Officer · 2.5%
1308040