SourcingSourcing

TTCP MANAGEMENT SERVICES, LLC

C27
CRD 165448·SEC 801-80058·BLOOMINGTON, MN
AUM
$1.28B
$1B+
Est. Revenue
$12.8M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$30.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TTCP MANAGEMENT SERVICES, LLC
CRD
165448
SEC file #
801-80058
EIN
—
DBA names
—

Economics

AUM
$1.28B
AUM band
$1B+
AUM trajectory
'20'26
$590.2M → $1.28B▲ +118%
Client mix
Pooled Investment Vehicles19

Operations

Employees (total)
18
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
13 advisors → 5 advisors▼ -62%
Primary office
BLOOMINGTON MN
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
ttcapitalpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TTCP HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
TTCP HOLDINGS, LLC
GREEN, KEVIN, RAYMOND
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TTCAPITALPARTNERS.COM
Rdap Domain Creation Date
2012-07-13T22:35:47Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

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 (13)

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
Equity Trust38
E*trade4
Wells Fargo1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-07-13T22:35:47Z
Rdap Domain Last Changed
2025-06-13T14:47:13Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (4)

4
GREEN, KEVIN, RAYMOND
Executive Officer · 2.5%
3244171
OWENS, DAWN, MARIE
Executive Officer · 2.5%
7088121
SUSAN J HAEDT
Executive Officer · 2.5%
2272145
David Matthew Hill
Executive Officer · 2.5%
5977167