SourcingSourcing

KILDARE PARTNERS US, LLC

C35
CRD 167984·SEC 801-78481·WESTLAKE, TX
AUM
$1.91B
$1B+
Est. Revenue
$19.1M
@ 1% on AUM
Est. EBITDA
$5.7M
@ 30% margin
Est. Deal Value
$45.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KILDARE PARTNERS US, LLC
CRD
167984
SEC file #
801-78481
EIN
931494966
DBA names
—

Economics

AUM
$1.91B
AUM band
$1B+
AUM trajectory
'20'26
$2.76B → $1.91B▼ -31%
Client mix
Pooled Investment Vehicles16

Operations

Employees (total)
40
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
67 advisors → 24 advisors▼ -64%
Primary office
WESTLAKE TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
kildarepartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KILDARE MANAGEMENT, LTD.
Top Owner Pct
62.5
Top Owner Entity Kind
FE
Owner Count
5
Control Persons
KILDARE MANAGEMENT, LTD.
SHORT, ELLIS
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
KILDAREPARTNERS.COM
Rdap Domain Creation Date
2013-04-03T19:15:27Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001984551
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2023-07-14
Edgar Last Filing Date
2024-08-01
Edgar Form D Count
3
Edgar Form D Offerings
2024-08-012024-08-01 · 0000898432-24-000641
2023-08-082023-08-08 · 0000898432-23-000579

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Jpmorgan24
Morgan Stanley4
E*trade4
Edgar Addresses
Mailing
1301 SOLANA BOULEVARDBUILDING 2, SUITE 2300WESTLAKE, TX 76262
Business
1301 SOLANA BOULEVARDBUILDING 2, SUITE 2300WESTLAKE, TX 76262
Edgar EIN
931494966
Edgar Recent Filings
D/A2024-08-01 · 0000898432-24-000641
D/A2023-08-08 · 0000898432-23-000579
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-03T19:15:27Z
Rdap Domain Last Changed
2023-02-02T09:15:30Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.comNs2.dnsmadeeasy.comNs3.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (4)

4
SHORT, ELLIS
Direct Owner · 62.5%
4381130
HALL, ALICIA, MICHELLE
Executive Officer · 2.5%
6035694
Lipshy, Marc, Lewis
Executive Officer · 2.5%
7280018
QUILLEN, GINGER, MOORE
Executive Officer · 2.5%
6228240