SourcingSourcing

SEASON INVESTMENTS, LLC

B53
CRD 158070·SEC 801-118924·COLORADO SPRINGS, CO
AUM
$159.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$479K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEASON INVESTMENTS, LLC
CRD
158070
SEC file #
801-118924
EIN
852421621
DBA names
—

Economics

AUM
$159.7M
AUM band
$100M-$500M
AUM trajectory
'21'26
$144.5M → $159.7M▲ +10%
Client mix
Individuals Other38
Individuals High Net Worth37
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
COLORADO SPRINGS CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
seasoninvestments.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DE PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
DE PARTNERS, LLC
HOULE, DAVID, ANDREW
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
SEASONINVESTMENTS.COM
Rdap Domain Creation Date
2011-05-05T20:48:17Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001822546
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2021-01-12
Edgar Last Filing Date
2026-03-27
Edgar Form D Count
6
Edgar Form D Offerings
2026-03-272026-03-27 · 0001822546-26-000001
2025-01-162025-01-16 · 0001822546-25-000001

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
685 POPES VALLEY DRCOLORADO SPRINGS, CO 80919
Business
685 POPES VALLEY DRCOLORADO SPRINGS, CO 80919
Edgar EIN
852421621
Edgar Recent Filings
D/A2026-03-27 · 0001822546-26-000001
D/A2025-01-16 · 0001822546-25-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-05T20:48:17Z
Rdap Domain Last Changed
2025-05-06T14:46:57Z
Rdap Nameservers
Guy.ns.cloudflare.comRachel.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
HAAG, LOGAN, KIEHL
IAR · Executive Officer · 2.5%
5485985
ORSILLO, ELLIOTT, JACOB
IAR · Executive Officer · 2.5%
5345898
HOULE, DAVID, ANDREW
IAR · Executive Officer · 2.5%
5763948