SourcingSourcing

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

C46
CRD 159018·SEC 801-72806·SEATTLE, WA
AUM
$131.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$395K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
CRD
159018
SEC file #
801-72806
EIN
000000000
DBA names
—

Economics

AUM
$131.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$103.4M → $131.6M▲ +27%
Client mix
Investment Companies1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
euclidean.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALBERG, JOHN, DAVID
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ALBERG, JOHN, DAVID
SECKLER, MICHAEL, SCOTT
Solo Advisor Indicator
Yes
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
EUCLIDEAN.COM
Rdap Domain Creation Date
2000-08-09T11:30:40Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
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
0001729236
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2018-05-01
Edgar Last Filing Date
2022-10-04
Edgar Form D Count
6
Edgar Form D Offerings
2022-10-042022-10-04 · 0000919574-22-005772
2021-10-072021-10-07 · 0000919574-21-006153

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
Full
E*trade4
U.s. Bank1
Edgar Addresses
Mailing
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC701 5TH AVENUE, SUITE 4200SEATTLE, WA 98104
Business
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC701 5TH AVENUE, SUITE 4200SEATTLE, WA 98104
Edgar EIN
000000000
Edgar Recent Filings
D/A2022-10-04 · 0000919574-22-005772
D/A2021-10-07 · 0000919574-21-006153
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-09T11:30:40Z
Rdap Domain Last Changed
2025-06-10T06:44:00Z
Rdap Nameservers
Ns65.worldnic.comNs66.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5929791
Trust Company Affiliate
No

People (2)

2
ALBERG, JOHN, DAVID
IAR · Direct Owner · 62.5%
5929791
SECKLER, MICHAEL, SCOTT
Direct Owner · 17.5%
5929764