SourcingSourcing

ATHYRIUM CAPITAL MANAGEMENT LP

C39
CRD 161528·SEC 801-73737·NEW YORK, NY
AUM
$2.51B
$1B+
Est. Revenue
$25.1M
@ 1% on AUM
Est. EBITDA
$7.5M
@ 30% margin
Est. Deal Value
$60.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATHYRIUM CAPITAL MANAGEMENT LP
CRD
161528
SEC file #
801-73737
EIN
000000000
DBA names
—

Economics

AUM
$2.51B
AUM band
$1B+
AUM trajectory
'20'26
$3.15B → $2.51B▼ -20%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
20
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
15 advisors → 11 advisors▼ -27%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FERRELL, JEFFREY, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
FERRELL, JEFFREY, ALLEN
NB ASCLEPIUS HOLDINGS, LP
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
ATHYRIUM.COM
Rdap Domain Creation Date
2003-06-07T23:15:30Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Name106, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
1,860,000
Form 5500 Compensation Trajectory 3y
20251,860,000
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
1,860,000
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001835353
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2020-12-30
Edgar Last Filing Date
2021-12-30
Edgar Form D Count
2
Edgar Form D Offerings
2021-12-302021-12-30 · 0001835353-21-000001
2020-12-302020-12-30 · 0001835353-20-000001

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
Bny Mellon17
E*trade4
Edgar Addresses
Mailing
C/O ATHYRIUM CAPITAL MANAGEMENT, LP505 FIFTH AVENUE, FLOOR 18NEW YORK, NY 10017
Business
C/O ATHYRIUM CAPITAL MANAGEMENT, LP505 FIFTH AVENUE, FLOOR 18NEW YORK, NY 10017
Edgar EIN
000000000
Edgar Recent Filings
D/A2021-12-30 · 0001835353-21-000001
D2020-12-30 · 0001835353-20-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-02T04:59:59Z
Rdap Domain Last Changed
2025-12-11T17:24:00Z
Rdap Nameservers
Ns1.rfasource.comNs2.rfanyc.comNs3.rfanyc.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6029441
Trust Company Affiliate
Yes

People (5)

5
FERRELL, JEFFREY, ALLEN
Direct Owner · 87.5%
6029441
ADAMS, RASHIDA, JAMELIA
Executive Officer · 2.5%
5089692
AU, EMILY
Executive Officer · 2.5%
6338467
HYMAN, ANDREW, COOPER
Executive Officer · 2.5%
6227632
PAUL, COURTNEY, ANNE
Executive Officer · 2.5%
6446499