SourcingSourcing

MAP FUNDS MANAGEMENT, LLC

B58
CRD 165979·SEC 801-135809·MARBLEHEAD, MA
AUM
$25.8M
$25M-$100M
Est. Revenue
$258K
@ 1% on AUM
Est. EBITDA
$77K
@ 30% margin
Est. Deal Value
$619K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAP FUNDS MANAGEMENT, LLC
CRD
165979
SEC file #
801-135809
EIN
413462950
DBA names
—

Economics

AUM
$25.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$45.2M → $25.8M▼ -43%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
MARBLEHEAD MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOODY ALDRICH PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MOODY ALDRICH PARTNERS, LLC
KENT, ELI, SETH
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 Cik
0002112498
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-03-11
Edgar Last Filing Date
2026-03-11
Edgar Form D Count
1
Edgar Form D Offerings
2026-03-112026-03-11 · 0000902664-26-001546

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
E*trade4
Northern Trust2
Edgar Addresses
Mailing
18 SEWALL STREETMARBLEHEAD, MA 01945
Business
18 SEWALL STREETMARBLEHEAD, MA 01945
Edgar EIN
413462950
Edgar Recent Filings
D2026-03-11 · 0000902664-26-001546
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
106920
Trust Company Affiliate
Yes

People (4)

4
MOODY ALDRICH PARTNERS, LLC
Direct Owner · 87.5%
106920
KENT, ELI, SETH
Direct Owner · 17.5%
2799890
MOODY, WILLIAM, BRADFORD
Direct Owner · 17.5%
2643747
STOWELL III, JOSEPH, FRANCIS
Executive Officer · 2.5%
4795450