SourcingSourcing

DEERPATH CAPITAL MANAGEMENT, LP

C22
CRD 160791·SEC 801-76599·FORT LAUDERDALE, FL
AUM
$9.03B
$1B+
Est. Revenue
$90.3M
@ 1% on AUM
Est. EBITDA
$27.1M
@ 30% margin
Est. Deal Value
$216.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DEERPATH CAPITAL MANAGEMENT, LP
CRD
160791
SEC file #
801-76599
EIN
—
DBA names
—

Economics

AUM
$9.03B
AUM band
$1B+
AUM trajectory
'20'26
$949.1M → $9.03B▲ +852%
Client mix
Pooled Investment Vehicles30
Other9
Corporations3

Operations

Employees (total)
100
Advisory staff (per ADV)
100
Advisory staff (5-yr trend)
'20'26
27 advisors → 100 advisors▲ +270%
Primary office
FORT LAUDERDALE FL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PGIM DEERPATH PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
PGIM DEERPATH PARTNERS, LLC
PROSPECT STREET, LLC
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
DEERPATHCAPITAL.COM
Rdap Domain Creation Date
2006-09-21T00:57:56Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Jpmorgan40
Wells Fargo38
E*trade4
Northern Trust2
U.s. Bank2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-09-21T00:57:56Z
Rdap Domain Last Changed
2025-08-29T19:24:29Z
Rdap Nameservers
Ns-1163.awsdns-17.orgNs-1863.awsdns-40.co.ukNs-29.awsdns-03.comNs-937.awsdns-53.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
BAHL, ANISH, KUMAR
Executive Officer · 2.5%
5079516
DUBOIS, DEREK, MICHAEL
Executive Officer · 2.5%
7891046
HASAN, TASABBUR, NMN
Executive Officer · 2.5%
4429389
KIRBY, JAMES, HARRINGTON
Executive Officer · 2.5%
2001489