SourcingSourcing

RIZVI TRAVERSE MANAGEMENT, LLC

C31
CRD 160733·SEC 801-74242·WEST PALM BEACH, FL
AUM
$1.29B
$1B+
Est. Revenue
$12.9M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$30.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIZVI TRAVERSE MANAGEMENT, LLC
CRD
160733
SEC file #
801-74242
EIN
273741547
DBA names
—

Economics

AUM
$1.29B
AUM band
$1B+
AUM trajectory
'20'26
$931.4M → $1.29B▲ +38%
Client mix
Pooled Investment Vehicles38

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
rizvitraverse.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RIZVI INTEREST INC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
RIZVI INTEREST INC
TRAVERSE CAPITAL PARTNERS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RIZVITRAVERSE.COM
Rdap Domain Creation Date
2005-03-15T15:23:46Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001590803
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2013-11-06
Edgar Last Filing Date
2015-02-13
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2014-08-14
Accession0001172661-14-001435

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
E*trade4
Edgar Addresses
Mailing
260 EAST BROWN STREETSUITE 380BIRMINGHAM, MI 48009
Business
260 EAST BROWN STREETSUITE 380BIRMINGHAM, MI 48009
Edgar EIN
273741547
Edgar Recent Filings
SC 13G/A2015-02-13 · 0001104659-15-010500
13F-HR2014-08-14 · 0001172661-14-001435
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-15T14:23:46Z
Rdap Domain Last Changed
2026-03-02T13:17:26Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
GIAMPETRONI, JOHN, ANGELO
Executive Officer · 2.5%
1941730
RIZVI, SUHAIL, RAZA
Executive Officer · 2.5%
5785567
DIMARZO, AUDREY, PRICE
Executive Officer · 2.5%
6386415
KNOWLES, TODD, EDWARD
Executive Officer · 2.5%
6028301