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MINERVA ADVISORS LLC

B56
CRD 161408·SEC 801-73417·BALA CYNWYD, PA
AUM
$321.0M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$963K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MINERVA ADVISORS LLC
CRD
161408
SEC file #
801-73417
EIN
753088079
DBA names
—

Economics

AUM
$321.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$313.2M → $321.0M▲ +3%
Client mix
Individuals High Net Worth5
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
BALA CYNWYD PA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COHEN, DAVID, PETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
COHEN, DAVID, PETER
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001541536
Edgar Registered
Yes
Edgar Filing Count
204
Edgar First Filing Date
2012-02-09
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
69
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001420506-26-000931

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
E*trade4
Edgar Addresses
Mailing
50 MONUMENT ROADSUITE 201BALA CYNWYD, PA 19004
Business
50 MONUMENT ROADSUITE 201BALA CYNWYD, PA 19004
Edgar EIN
753088079
Edgar Recent Filings
13F-HR2026-05-12 · 0001420506-26-000931
SCHEDULE 13G/A2026-02-17 · 0001420506-26-000536
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1423634
Trust Company Affiliate
No

People (1)

1
COHEN, DAVID, PETER
Direct Owner · 87.5%
1423634