SourcingSourcing

PALATINE FUND ADVISORS, LLC

C29
CRD 168077·SEC 801-113651·MIAMI, FL
AUM
$821.4M
$500M-$1B
Est. Revenue
$8.2M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PALATINE FUND ADVISORS, LLC
CRD
168077
SEC file #
801-113651
EIN
—
DBA names
—

Economics

AUM
$821.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$391.6M → $821.4M▲ +110%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
21
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
13 advisors → 20 advisors▲ +54%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/palatine-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HURST, ALEXANDER, BRIAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
HURST, ALEXANDER, BRIAN
BETESH, JASON, LEE
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
social_url_excluded:linkedin.com

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 (9)

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 Trust4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
Yes
Top Owner CRD
6057300
Trust Company Affiliate
No

People (5)

5
HURST, ALEXANDER, BRIAN
Direct Owner · 87.5%
6057300
BETESH, JASON, LEE
Executive Officer · 2.5%
4805548
DOERING-DORIVAL, NICHOLAS,
Executive Officer · 2.5%
5672201
Eichenholtz, Eric, Scott
Executive Officer · 2.5%
6934872
Sacks, Michael, Alexander
Executive Officer · 2.5%
8233296