SourcingSourcing

KILTEARN PARTNERS LLP

C41
CRD 158789·SEC 801-72673
AUM
$1.27B
$1B+
Est. Revenue
$12.7M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KILTEARN PARTNERS LLP
CRD
158789
SEC file #
801-72673
EIN
800937988
DBA names
Kiltearn Partners

Economics

AUM
$1.27B
AUM band
$1B+
AUM trajectory
'20'26
$10.67B → $1.27B▼ -88%
Client mix
Pooled Investment Vehicles4

Operations

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

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
kiltearnpartners.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KILTEARN LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
12
Control Persons
KILTEARN LIMITED
Armstrong, Colin, Robert
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
KILTEARNPARTNERS.COM
Rdap Domain Creation Date
2010-10-27T15:30:06Z
Rdap Firm Age Years
16
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
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
515,503
Form 5500 Compensation Trajectory 3y
2025515,503
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
515,503
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001584276
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2013-08-20
Edgar Last Filing Date
2026-05-18
Edgar Form D Count
14
Edgar Form D Offerings
2026-05-182026-05-18 · 0001566114-26-000042
2025-05-192025-05-19 · 0001566114-25-000034

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust13
E*trade5
Edgar Addresses
Mailing
733 WASHINGTON ROADPITTSBURGH, PA 15228
Business
733 WASHINGTON ROADPITTSBURGH, PA 15228
Edgar EIN
800937988
Edgar Recent Filings
D/A2026-05-18 · 0001566114-26-000042
D/A2025-05-19 · 0001566114-25-000034
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-27T15:30:06Z
Rdap Domain Last Changed
2025-08-26T13:47:00Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (11)

11
Armstrong, Colin, Robert
Executive Officer · 2.5%
7733501
CHEUNG, RAYMOND, K
Executive Officer · 2.5%
5072825
CLARKE, EDWARD, GERARD
Executive Officer · 2.5%
2230046
Fong, Alex, Wei Yip
Executive Officer · 2.5%
7367443
Franklin, Helen, Potter
Executive Officer · 2.5%
7733504
MCARTHUR, DOUGLAS, GEORGE
Executive Officer · 2.5%
7093703
MCGINTY, ROBERT, RUSSELL
Executive Officer · 2.5%
7096446
MOHAMED, KHALED
Executive Officer · 2.5%
5963884
MURCHISON, MURDOCH, ROSS
Executive Officer · 2.5%
4393799
Stewart, Duncan, Findlay
Executive Officer · 2.5%
7367446
WATSON, CRAIG, ROBERT
Executive Officer · 2.5%
5963883