SourcingSourcing

KERRISDALE ADVISERS, LLC

C48
CRD 160804·SEC 801-73986·MIAMI BEACH, FL
AUM
$447.8M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KERRISDALE ADVISERS, LLC
CRD
160804
SEC file #
801-73986
EIN
264757417
DBA names
Kerrisdale Capital Management, Llc

Economics

AUM
$447.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$317.4M → $447.8M▲ +41%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
MIAMI BEACH 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
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/kerrisdale-capital-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADRANGI, SAHM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ADRANGI, SAHM
GU, EDWARD, XIAOBIN
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

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kerrisdale.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001569688
Edgar Registered
Yes
Edgar Filing Count
77
Edgar First Filing Date
2013-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
56
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002087

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 Sachs6
E*trade4
Interactive Brokers2
Northern Trust2
Edgar Addresses
Mailing
1000 5TH STREETSUITE 401MIAMI, FL 33139
Business
1000 5TH STREETSUITE 401MIAMI, FL 33139
Edgar EIN
264757417
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002087
13F-HR2026-02-17 · 0001172661-26-000916
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4837657
Trust Company Affiliate
Yes

People (2)

2
ADRANGI, SAHM
Direct Owner · 87.5%
4837657
GU, EDWARD, XIAOBIN
Executive Officer · 2.5%
5685827