SourcingSourcing

TAIYO PACIFIC PARTNERS L.P.

C42
CRD 160930·SEC 801-73713·KIRKLAND, WA
AUM
$395.3M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TAIYO PACIFIC PARTNERS L.P.
CRD
160930
SEC file #
801-73713
EIN
000000000
DBA names
Taiyo Pacific Partners L.p.

Economics

AUM
$395.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$2.13B → $395.3M▼ -81%
Client mix
Pooled Investment Vehicles5
Other2

Operations

Employees (total)
14
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
19 advisors → 8 advisors▼ -58%
Primary office
KIRKLAND WA
Branches
Count1

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BACH TAIYO, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
BACH TAIYO, LLC
BACH CAPITAL, LTD.
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
TAIYOFUNDS.COM
Rdap Domain Creation Date
2006-05-11T21:49:45Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001253926
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2003-07-11
Edgar Last Filing Date
2025-01-10
Edgar Form D Count
14
Edgar Form D Offerings
2025-01-102025-01-10 · 0001253926-25-000001
2024-01-102024-01-10 · 0001253926-24-000001
Edgar Former Names
TAIYO FUND LP

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
Bny Mellon2
Edgar Addresses
Mailing
5300 CARILLON POINTKIRKLAND, WA 98033
Business
5300 CARILLON POINTKIRKLAND, WA 98033
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-01-10 · 0001253926-25-000001
D/A2024-01-10 · 0001253926-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-11T21:49:45Z
Rdap Domain Last Changed
2026-04-11T04:13:44Z
Rdap Nameservers
Cesar.ns.cloudflare.comVita.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
HEYWOOD, BRIAN, K
Executive Officer · 2.5%
6026982
Huang-Chang, H., Sonia
Executive Officer · 2.5%
8094018
Murakami, Hirowaka
Executive Officer · 2.5%
7522478
CHRISTINE NAOMI KITSU WATANABE
Executive Officer · 2.5%
4410242