SourcingSourcing

AYRSHIRE CAPITAL MANAGEMENT LLC

C35
CRD 157883·SEC 801-114750·WESTPORT, CT
AUM
$285.1M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$855K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AYRSHIRE CAPITAL MANAGEMENT LLC
CRD
157883
SEC file #
801-114750
EIN
800715182
DBA names
—

Economics

AUM
$285.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$124.5M → $285.1M▲ +129%
Client mix
Individuals High Net Worth88
Individuals Other23

Operations

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

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
ayrshirecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEVIN, JOHN, MERRITT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NEVIN, JOHN, MERRITT
RYAN, WILLIAM, JOSEPH
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
AYRSHIRECAPITAL.COM
Rdap Domain Creation Date
2011-04-23T19:25:43Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001801563
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-01-30
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001754960-26-000224
Edgar Former Names
Ayrshire Capital Management LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Window
Charles Schwab2
Fidelity1
Full
Charles Schwab8
E*trade4
Fidelity3
Edgar Addresses
Mailing
136 MAIN STREETSUITE 203WESTPORT, CT 06880
Business
136 MAIN STREETSUITE 203WESTPORT, CT 06880
Edgar EIN
800715182
Edgar Recent Filings
13F-HR2026-04-13 · 0001754960-26-000224
13F-HR2026-01-28 · 0001754960-26-000137
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-23T19:25:43Z
Rdap Domain Last Changed
2025-02-22T07:22:40Z
Rdap Nameservers
Ns75.worldnic.comNs76.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4346245
Trust Company Affiliate
No

People (2)

2
JOHN MERRITT NEVIN
Direct Owner · 62.5%
4346245
RYAN, WILLIAM, JOSEPH
IAR · Direct Owner · 37.5%
3108653