SourcingSourcing

VENOR CAPITAL MANAGEMENT LP

C48
CRD 158327·SEC 801-72616·NEW YORK, NY
AUM
$254.0M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$762K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VENOR CAPITAL MANAGEMENT LP
CRD
158327
SEC file #
801-72616
EIN
043816218
DBA names
—

Economics

AUM
$254.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$879.1M → $254.0M▼ -71%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
7 advisors → 2 advisors▼ -71%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/venor-capital-management/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERSH, JEFFERY, ADAM
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BERSH, JEFFERY, ADAM
WARTELL, MICHAEL, JAY
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001399348
Edgar Registered
Yes
Edgar Filing Count
74
Edgar First Filing Date
2007-05-15
Edgar Last Filing Date
2022-11-14
Edgar 13f Count
52
Edgar 13f Latest AUM Estimate
Filing Date2022-11-14
Accession0001567619-22-019998

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Goldman Sachs21
E*trade4
Northern Trust2
Edgar Addresses
Mailing
142 WEST 57TH STREET11TH FLOORNEW YORK, NY 10019
Business
142 WEST 57TH STREET11TH FLOORNEW YORK, NY 10019
Edgar EIN
043816218
Edgar Recent Filings
13F-HR2022-11-14 · 0001567619-22-019998
13F-HR2022-08-15 · 0001567619-22-016199
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2457086
Trust Company Affiliate
Yes

People (3)

3
BERSH, JEFFERY, ADAM
Direct Owner · 37.5%
2457086
WARTELL, MICHAEL, JAY
Direct Owner · 37.5%
2430542
ZEMEL, DAVID, S
Executive Officer · 2.5%
5068993