SourcingSourcing

A&M CAPITAL ADVISORS, LP

C22
CRD 163576·SEC 801-77694·GREENWICH, CT
AUM
$7.13B
$1B+
Est. Revenue
$71.3M
@ 1% on AUM
Est. EBITDA
$21.4M
@ 30% margin
Est. Deal Value
$171.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
A&M CAPITAL ADVISORS, LP
CRD
163576
SEC file #
801-77694
EIN
—
DBA names
A&m Capital

Economics

AUM
$7.13B
AUM band
$1B+
AUM trajectory
'20'26
$2.70B → $7.13B▲ +164%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
86
Advisory staff (per ADV)
60
Advisory staff (5-yr trend)
'20'26
37 advisors → 60 advisors▲ +62%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
A&M CAPITAL ADVISORS GP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
A&M CAPITAL ADVISORS GP, LLC
BARDORF, MICHAEL, RYAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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 Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Jpmorgan12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
BARDORF, MICHAEL, RYAN
Executive Officer · 2.5%
6236891
GOULD, BARBARA, JANE
Executive Officer · 2.5%
7085469
MCCARTHY, JACK, DANIEL
Executive Officer · 2.5%
2562228
ODRICH, MICHAEL, JAMES
Executive Officer · 2.5%
4510697
Sodke, Karen, G
Executive Officer · 2.5%
8054044