SourcingSourcing

CSL CAPITAL MANAGEMENT, L.P.

B51
CRD 158340·SEC 801-73935·HOUSTON, TX
AUM
$144.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$434K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CSL CAPITAL MANAGEMENT, L.P.
CRD
158340
SEC file #
801-73935
EIN
000000000
DBA names
—

Economics

AUM
$144.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.05B → $144.8M▼ -86%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
11 advisors → 4 advisors▼ -64%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow 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
cslenergy.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEYKUM, CHARLES, SYL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LEYKUM, CHARLES, SYL
CIMADOR, GERALD, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
CSLENERGY.COM
Rdap Domain Creation Date
2008-04-15T12:48:18Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001837243
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2021-01-12
Edgar Last Filing Date
2022-01-25
Edgar Form D Count
2
Edgar Form D Offerings
2022-01-252022-01-25 · 0001837243-22-000002
2021-01-122021-01-12 · 0001837243-21-000002
Edgar Former Names
Tonian Holdings, 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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2500 SUMMER STREETSUITE 1100HOUSTON, TX 77007
Business
2500 SUMMER STREETSUITE 1100HOUSTON, TX 77007
Edgar EIN
000000000
Edgar Recent Filings
D2022-01-25 · 0001837243-22-000002
D2021-01-12 · 0001837243-21-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-15T12:48:18Z
Rdap Domain Last Changed
2026-03-16T07:05:21Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2944847
Trust Company Affiliate
No

People (3)

3
LEYKUM, CHARLES, SYL
Direct Owner · 87.5%
2944847
CIMADOR, GERALD, CHRISTOPHER
Executive Officer · 2.5%
6027688
JAMISON, PAUL, KENT
Executive Officer · 2.5%
6628454