SourcingSourcing

VEDANTA MANAGEMENT, L.P.

C47
CRD 160685·SEC 801-73691·NEW YORK, NY
AUM
$345.6M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VEDANTA MANAGEMENT, L.P.
CRD
160685
SEC file #
801-73691
EIN
922309370
DBA names
Vedanta Management, Lp

Economics

AUM
$345.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$428.9M → $345.6M▼ -19%
Client mix
Pooled Investment Vehicles16

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
vedantacapital.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VEDANTA CAPITAL, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
VEDANTA CAPITAL, LP
SAXENA, PARAG
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
ok
Rdap Domain
VEDANTACAPITAL.COM
Rdap Domain Creation Date
2023-06-21T18:16:08Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
DropCatch.com 1439 LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002002624
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2023-12-15
Edgar Last Filing Date
2025-12-29
Edgar Form D Count
4
Edgar Form D Offerings
2025-12-292025-12-29 · 0001013594-25-001534
2024-12-262024-12-26 · 0001013594-24-001041

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Bny Mellon33
E*trade4
Edgar Addresses
Mailing
C/O VEDANTA MANAGEMENT, L.P.250 WEST 55TH STREET, SUITE 13DNEW YORK, NY 10019
Business
C/O VEDANTA MANAGEMENT, L.P.250 WEST 55TH STREET, SUITE 13DNEW YORK, NY 10019
Edgar EIN
922309370
Edgar Recent Filings
D/A2025-12-29 · 0001013594-25-001534
D/A2024-12-26 · 0001013594-24-001041
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-21T18:16:08Z
Rdap Domain Last Changed
2025-10-07T15:04:46Z
Rdap Nameservers
Nsg1.namebrightdns.comNsg2.namebrightdns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
PARAG SAXENA
Executive Officer · 2.5%
4159180
RILEY, MARGARET, ANN
Executive Officer · 2.5%
4360193