SourcingSourcing

GULFSTREAM CM, LLC

B57
CRD 165459·SEC 801-77699·SUMMIT, NJ
AUM
$244.2M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$733K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GULFSTREAM CM, LLC
CRD
165459
SEC file #
801-77699
EIN
000000000
DBA names
—

Economics

AUM
$244.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$759.4M → $244.2M▼ -68%
Client mix
Individuals High Net Worth23
Pooled Investment Vehicles2

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
SUMMIT NJ
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
gulfstreamcm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POSNER, RYAN, KEITH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
POSNER, RYAN, KEITH
BARRAL, STEPHEN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
GULFSTREAMCM.COM
Rdap Domain Creation Date
2005-09-15T18:14:51Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001610456
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2014-06-12
Edgar Last Filing Date
2025-09-26
Edgar Form D Count
13
Edgar Form D Offerings
2025-09-262025-09-26 · 0000919574-25-005866
2024-09-272024-09-27 · 0000919574-24-005625

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing16
Bny Mellon5
Northern Trust4
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
C/O GULFSTREAM GP, LLC450 SPRINGFIELD AVENUE, SUITE 204SUMMIT, NJ 07901
Business
C/O GULFSTREAM GP, LLC450 SPRINGFIELD AVENUE, SUITE 204SUMMIT, NJ 07901
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-09-26 · 0000919574-25-005866
D/A2024-09-27 · 0000919574-24-005625
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-15T18:14:51Z
Rdap Domain Last Changed
2024-08-16T14:53:54Z
Rdap Nameservers
Ns-1503.awsdns-59.orgNs-1567.awsdns-03.co.ukNs-282.awsdns-35.comNs-845.awsdns-41.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1731934
Trust Company Affiliate
Yes

People (6)

6
RYAN KEITH POSNER
Direct Owner · 62.5%
1731934
BARRAL, STEPHEN, MICHAEL
IAR · Direct Owner · 37.5%
1303911
KATHRYN ELIZABETH LAWLOR
Executive Officer · 2.5%
4715219
DEWITT LOOMIS ALEXANDRE
IAR
811398
ALAN LEVERING TYSON
IAR
1175662
ANDREW BEATTY SANFORD
IAR
1916797