SourcingSourcing

METIS GLOBAL PARTNERS, LLC

C23
CRD 167276·SEC 801-91173·SAN DIEGO, CA
AUM
$5.67B
$1B+
Est. Revenue
$56.7M
@ 1% on AUM
Est. EBITDA
$17.0M
@ 30% margin
Est. Deal Value
$136.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
METIS GLOBAL PARTNERS, LLC
CRD
167276
SEC file #
801-91173
EIN
462658771
DBA names
—

Economics

AUM
$5.67B
AUM band
$1B+
AUM trajectory
'20'26
$580.5M → $5.67B▲ +876%
Client mix
Pooled Investment Vehicles12
Charitable Organizations4
State Or Municipal Govt2

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
SAN DIEGO CA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLEN, MACHEL, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ALLEN, MACHEL, LEE
BRANDES INVESTMENT PARTNERS,
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
METISGP.COM
Rdap Domain Creation Date
2013-07-23T01:50:19Z
Rdap Firm Age Years
13
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
Form 5500 Plan Count
2
Form 5500 Total Compensation
851,945
Form 5500 Compensation Trajectory 3y
2025851,945
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
851,945
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001594916
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2013-12-27
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001941040-26-000298
Edgar Form D Count
1
Edgar Form D Offerings
2013-12-272013-12-27 · 0001594916-13-000001

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust69
Equity Trust14
E*trade4
State Street2
Edgar Addresses
Mailing
501 W. BROADWAYSUITE 2080SAN DIEGO, CA 92101
Business
501 W. BROADWAYSUITE 2080SAN DIEGO, CA 92101
Edgar EIN
462658771
Edgar Recent Filings
13F-HR2026-05-07 · 0001941040-26-000298
13F-HR2026-02-11 · 0001941040-26-000095
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-23T01:50:19Z
Rdap Domain Last Changed
2025-07-23T14:00:53Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6193494
Trust Company Affiliate
No

People (3)

3
ALLEN, MACHEL, LEE
Direct Owner · 87.5%
6193494
GOROKHOV, IRINA, A.
Direct Owner · 7.5%
6193496
THOMAS WAYNE MULLIGAN
Executive Officer · 2.5%
2592309