SourcingSourcing

RATAN CAPITAL MANAGEMENT, LP

C28
CRD 160440·SEC 801-78311·MIAMI, FL
AUM
$401.9M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RATAN CAPITAL MANAGEMENT, LP
CRD
160440
SEC file #
801-78311
EIN
000000000
DBA names
—

Economics

AUM
$401.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$180.9M → $401.9M▲ +122%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHOPRA, NEHAL, KAMALAPAT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CHOPRA, NEHAL, KAMALAPAT
GUPTA, PARITOSH, (NMN)
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001560744
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2012-10-22
Edgar Last Filing Date
2017-11-22
Edgar Form D Count
7
Edgar Form D Offerings
2017-11-222017-11-22 · 0001560744-17-000001
2016-11-222016-11-22 · 0001560744-16-000004
Edgar Former Names
Tiger Ratan Capital Fund (Cayman), Ltd.

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Goldman Sachs12
E*trade4
Edgar Addresses
Mailing
MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Business
MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2017-11-22 · 0001560744-17-000001
D/A2016-11-22 · 0001560744-16-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4575250
Trust Company Affiliate
Yes

People (2)

2
NEHAL KAMALAPAT CHOPRA
Direct Owner · 87.5%
4575250
GUPTA, PARITOSH, (NMN)
Executive Officer · 2.5%
6277658