SENECA MANAGEMENT LLC
C42
CRD 160345·SEC 801-73108·DENVER, CO
AUM
$716.9M
$500M-$1B
Est. Revenue
$7.2M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $483.3M
'21 · $470.0M
'22 · $534.0M
'23 · $615.8M
'25 · $738.7M
'26 · $716.9M
'20'26
$483.3M → $716.9M▲ +48%
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 10 advisors
'22 · 9 advisors
'23 · 9 advisors
'25 · 9 advisors
'26 · 9 advisors
'20'26
10 advisors → 9 advisors▼ -10%
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
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2022-02-162022-02-16 · 0001840295-22-000001
2021-02-172021-02-17 · 0001840295-21-000001
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1430 WYNKOOP STREETSUITE 200DENVER, CO 80202
Business
1430 WYNKOOP STREETSUITE 200DENVER, CO 80202