SourcingSourcing

STEVENS CAPITAL MANAGEMENT LP

C40
CRD 161202·SEC 801-73599·RADNOR, PA
AUM
$3.68B
$1B+
Est. Revenue
$36.8M
@ 1% on AUM
Est. EBITDA
$11.0M
@ 30% margin
Est. Deal Value
$88.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STEVENS CAPITAL MANAGEMENT LP
CRD
161202
SEC file #
801-73599
EIN
844184651
DBA names
—

Economics

AUM
$3.68B
AUM band
$1B+
AUM trajectory
'20'26
$4.18B → $3.68B▼ -12%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
65
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'20'26
27 advisors → 26 advisors▼ -4%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
scm-lp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADAMS HOLDINGS LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ADAMS HOLDINGS LLC
TEWKSBURY, MATTHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
SCM-LP.COM
Rdap Domain Creation Date
2002-04-17T14:23:49Z
Rdap Firm Age Years
24
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
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
75
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001814271
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2020-06-05
Edgar Last Filing Date
2025-06-09
Edgar Form D Count
6
Edgar Form D Offerings
2025-06-092025-06-09 · 0000905148-25-002053
2024-06-072024-06-07 · 0001814271-24-000001

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
Jpmorgan24
Goldman Sachs12
Northern Trust4
State Street4
Bny Mellon4
Edgar Addresses
Mailing
201 KING OF PRUSSIA ROADSUITE 400RADNOR, PA 19087
Business
201 KING OF PRUSSIA ROADSUITE 400RADNOR, PA 19087
Edgar EIN
844184651
Edgar Recent Filings
D/A2025-06-09 · 0000905148-25-002053
D/A2024-06-07 · 0001814271-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-17T14:23:49Z
Rdap Domain Last Changed
2024-04-17T14:42:07Z
Rdap Nameservers
Ns23.worldnic.comNs24.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
TEWKSBURY, MATTHEW
Direct Owner · 62.5%
3050503
CAMERON, JEFFREY, WILLIAM
Executive Officer · 2.5%
6026245
DUSTIN, JOHN
Executive Officer · 2.5%
2632160
O'REILLY, MATTHEW, PAUL
Executive Officer · 2.5%
6026237