SourcingSourcing

P.A.W. CAPITAL PARTNERS, LP

B64
CRD 161094·SEC 801-74083·GREENWICH, CT
AUM
$166.8M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$501K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
P.A.W. CAPITAL PARTNERS, LP
CRD
161094
SEC file #
801-74083
EIN
000000000
DBA names
—

Economics

AUM
$166.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$166.5M → $166.8M▬ 0%
Client mix
Individuals Other28
Individuals High Net Worth27
Pooled Investment Vehicles1
Other1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WRIGHT, PETER, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WRIGHT, PETER, ALLEN
BARNES, ARNOLD, LENNOX
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
ok
Rdap Domain
PAWPARTNERS.COM
Rdap Domain Creation Date
1997-05-28T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001473701
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2010-04-13
Edgar Last Filing Date
2017-03-13
Edgar Form D Count
8
Edgar Form D Offerings
2017-03-132017-03-13 · 0000919574-17-002729
2016-03-182016-03-18 · 0000919574-16-011955

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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 Sachs4
E*trade4
Wells Fargo3
Edgar Addresses
Mailing
P.A.W. CAPITAL PARTNERS, LP4 GREENWICH OFFICE PARK, 3RD FLOORGREENWICH, CT 06831
Business
P.A.W. CAPITAL PARTNERS, LP4 GREENWICH OFFICE PARK, 3RD FLOORGREENWICH, CT 06831
Edgar EIN
000000000
Edgar Recent Filings
D/A2017-03-13 · 0000919574-17-002729
D/A2016-03-18 · 0000919574-16-011955
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-27T04:00:00Z
Rdap Domain Last Changed
2025-03-30T06:16:06Z
Rdap Nameservers
Ns81.worldnic.comNs82.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1328622
Trust Company Affiliate
No

People (2)

2
WRIGHT, PETER, ALLEN
Direct Owner · 87.5%
1328622
BARNES, ARNOLD, LENNOX
Executive Officer · 2.5%
6433015