SourcingSourcing

TENZING GLOBAL MANAGEMENT LLC

B63
CRD 159696·SEC 801-117052·SAN FRANCISCO, CA
AUM
$228.1M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$684K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TENZING GLOBAL MANAGEMENT LLC
CRD
159696
SEC file #
801-117052
EIN
000000000
DBA names
Tenzing Global

Economics

AUM
$228.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$359.3M → $228.1M▼ -37%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
tenzing-global.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KAPOOR, CHETAN, OVINDER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KAPOOR, CHETAN, OVINDER
SIMMONS, MARK, GERALD
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
TENZING-GLOBAL.COM
Rdap Domain Creation Date
2010-12-23T06:09:35Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
CSL Computer Service Langenbach GmbH d/b/a joker.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001624095
Edgar Registered
Yes
Edgar Filing Count
63
Edgar First Filing Date
2014-11-07
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
40
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001214659-26-006474

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
Wells Fargo3
Morgan Stanley3
Edgar Addresses
Mailing
90 NEW MONTGOMERY STREETSUITE 650SAN FRANCISCO, CA 94105
Business
90 NEW MONTGOMERY STREETSUITE 650SAN FRANCISCO, CA 94105
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0001214659-26-006474
13F-HR2026-02-17 · 0001214659-26-001988
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-23T06:09:35Z
Rdap Domain Last Changed
2025-12-23T21:44:57Z
Rdap Nameservers
X.ns.joker.comY.ns.joker.comZ.ns.joker.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5307602
Trust Company Affiliate
Yes

People (2)

2
KAPOOR, CHETAN, OVINDER
Direct Owner · 87.5%
5307602
SIMMONS, MARK, GERALD
Executive Officer · 2.5%
6702299