ALIDADE CAPITAL, LLC
C35
CRD 165341·SEC 801-78660·BLOOMFIELD HILLS, MI
AUM
$564.9M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $443.5M
'21 · $485.1M
'22 · $464.6M
'23 · $783.4M
'25 · $551.3M
'26 · $564.9M
'20'26
$443.5M → $564.9M▲ +27%
Operations
Advisory staff (5-yr trend)
'20 · 16 advisors
'21 · 17 advisors
'22 · 16 advisors
'23 · 13 advisors
'25 · 12 advisors
'26 · 14 advisors
'20'26
16 advisors → 14 advisors▼ -12%
Branches
—
Custodian & Brokerage
Filings
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
2018-03-192018-03-19 · 0001694701-18-000001
2017-04-142017-04-14 · 0001694701-17-000001
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
40900 WOODWARD AVENUESUITE 250BLOOMFIELD HILLS, MI 48304
Business
40900 WOODWARD AVENUESUITE 250BLOOMFIELD HILLS, MI 48304
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited