SourcingSourcing

NORTHLANDING FINANCIAL PARTNERS, LLC

B59
CRD 167055·SEC 801-77720·ROCHESTER, NY
AUM
$152.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$457K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORTHLANDING FINANCIAL PARTNERS, LLC
CRD
167055
SEC file #
801-77720
EIN
562005901
DBA names
—

Economics

AUM
$152.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$267.0M → $152.2M▼ -43%
Client mix
Individuals Other129
Individuals High Net Worth43

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
8 advisors → 2 advisors▼ -75%
Primary office
ROCHESTER NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BPCB WEALTH PLANNING, INC.
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BPCB WEALTH PLANNING, INC.
GARSIN WEALTH MANAGEMENT, INC.
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
fallback_guess:northlanding.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001655982
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2022-11-14
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001655982-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
90 LINDEN OAKS SUITE 220ROCHESTER, NY 14625
Business
90 LINDEN OAKS SUITE 220ROCHESTER, NY 14625
Edgar EIN
562005901
Edgar Recent Filings
13F-HR2026-04-27 · 0001655982-26-000004
13F-HR2026-01-26 · 0001655982-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
CAREY, BRYCE, P
IAR · Executive Officer · 2.5%
5547015
ERIC MARC GARSIN
IAR
2942903