NET RETURN ASSET MANAGEMENT LLC
B63
CRD 159895·SEC 801-74017·NEW YORK, NY
AUM
$803.3M
$500M-$1B
Est. Revenue
$8.0M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $542.2M
'21 · $580.9M
'22 · $600.3M
'23 · $692.6M
'25 · $683.1M
'26 · $803.3M
'20'26
$542.2M → $803.3M▲ +48%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 1 advisors
'25 · 1 advisors
'26 · 1 advisors
'20'26
2 advisors → 1 advisors▼ -50%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-01-082026-01-08 · 0000919574-26-000117
2025-01-082025-01-08 · 0000919574-25-000159
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
767 THIRD AVENUE16TH FLOORNEW YORK, NY 10017
Business
ELIAN FIDUCIARY SERVICES (CAYMAN) LTD.89 NEXUS WAYCAMANA BAY, GRAND CAYMAN, E9, KY1-9007
Edgar Recent Filings
D/A2026-01-08 · 0000919574-26-000117
D/A2025-01-08 · 0000919574-25-000159