SourcingSourcing

ORIGAMI CAPITAL PARTNERS, LLC

C31
CRD 160054·SEC 801-73372·CHICAGO, IL
AUM
$1.48B
$1B+
Est. Revenue
$14.8M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$35.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ORIGAMI CAPITAL PARTNERS, LLC
CRD
160054
SEC file #
801-73372
EIN
000000000
DBA names
—

Economics

AUM
$1.48B
AUM band
$1B+
AUM trajectory
'20'26
$557.7M → $1.48B▲ +166%
Client mix
Pooled Investment Vehicles18

Operations

Employees (total)
10
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
10 advisors → 10 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
linkedin.com/company/origami-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ORIGAMI CAPITAL PARTNERS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ORIGAMI CAPITAL PARTNERS
KELLAM, JOELLE, CATHERINE
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
fallback_guess:origami.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
1,160,795
Form 5500 Compensation Trajectory 3y
20251,160,795
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
1,160,795
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001637881
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2015-03-30
Edgar Last Filing Date
2016-03-30
Edgar Form D Count
2
Edgar Form D Offerings
2016-03-302016-03-30 · 0001637881-16-000002
2015-03-302015-03-30 · 0001637881-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
U.s. Bank35
E*trade4
Edgar Addresses
Mailing
191 NORTH WACKER DRIVE, SUITE 2350CHICAGO, IL 60606
Business
191 NORTH WACKER DRIVE, SUITE 2350CHICAGO, IL 60606
Edgar EIN
000000000
Edgar Recent Filings
D/A2016-03-30 · 0001637881-16-000002
D2015-03-30 · 0001637881-15-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
KELLAM, JOELLE, CATHERINE
Executive Officer · 2.5%
6019954
KLAFF, JULIE, RUDERMAN
Executive Officer · 2.5%
7171940
YOUNG, JEFFREY, DAVID
Executive Officer · 2.5%
6019939
Matthew Stephen Miller
IAR
7547934