ATLANTIC STREET CAPITAL MANAGEMENT, LLC
C28
CRD 161107·SEC 801-107580·GREENWICH, CT
AUM
$1.61B
$1B+
Est. Revenue
$16.1M
@ 1% on AUM
Est. EBITDA
$4.8M
@ 30% margin
Est. Deal Value
$38.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $819.9M
'21 · $955.3M
'22 · $1.41B
'23 · $2.54B
'25 · $1.59B
'26 · $1.61B
'20'26
$819.9M → $1.61B▲ +97%
Operations
Advisory staff (5-yr trend)
'20 · 11 advisors
'21 · 14 advisors
'22 · 18 advisors
'23 · 15 advisors
'25 · 12 advisors
'26 · 12 advisors
'20'26
11 advisors → 12 advisors▲ +9%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2020-08-102020-08-10 · 0001816108-20-000002
2020-07-012020-07-01 · 0001816108-20-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
ATLANTIC STREET CAPITAL MANAGEMENT, LLC145 MASON STREET, 2ND FLOORGREENWICH, CT 06830
Business
ATLANTIC STREET CAPITAL MANAGEMENT, LLC145 MASON STREET, 2ND FLOORGREENWICH, CT 06830