SourcingSourcing

MAY RIVER CAPITAL, LLC

C25
CRD 166007·SEC 801-110929·CHICAGO, IL
AUM
$1.09B
$1B+
Est. Revenue
$10.9M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAY RIVER CAPITAL, LLC
CRD
166007
SEC file #
801-110929
EIN
—
DBA names
May River Capital

Economics

AUM
$1.09B
AUM band
$1B+
AUM trajectory
'20'26
$609.5M → $1.09B▲ +78%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
19
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
6 advisors → 16 advisors▲ +167%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
mayrivercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAY RIVER CAPITAL LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MAY RIVER CAPITAL LP
BARLOW, DANIEL, NOBLE
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
MAYRIVERCAPITAL.COM
Rdap Domain Creation Date
2011-06-28T13:27:41Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, 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
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-28T13:27:41Z
Rdap Domain Last Changed
2024-06-29T16:47:24Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
BARLOW, DANIEL, NOBLE
Executive Officer · 2.5%
6136882
GRACE, CHARLES, BRIGHAM
Executive Officer · 2.5%
2525407
GRIESEMER, STEPHEN, MARCEL
Executive Officer · 2.5%
6136894
WASSER, PATRICK, THOMAS
Executive Officer · 2.5%
2795007