SourcingSourcing

ARCAPITA INVESTMENT MANAGEMENT US INC.

C35
CRD 168148·SEC 801-120121·ATLANTA, GA
AUM
$674.6M
$500M-$1B
Est. Revenue
$6.7M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARCAPITA INVESTMENT MANAGEMENT US INC.
CRD
168148
SEC file #
801-120121
EIN
—
DBA names
—

Economics

AUM
$674.6M
AUM band
$500M-$1B
AUM trajectory
'21'26
$199.1M → $674.6M▲ +239%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
8 advisors → 8 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
arcapita.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARCAPITA GLOBAL LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
5
Control Persons
ARCAPITA GLOBAL LIMITED
CARTER, NEIL, KING
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
ARCAPITA.COM
Rdap Domain Creation Date
2004-07-12T13:00:59Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, 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
Full
Bny Mellon16
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-12T13:00:59Z
Rdap Domain Last Changed
2025-09-06T03:38:25Z
Rdap Nameservers
Aliza.ns.cloudflare.comMark.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
CARTER, NEIL, KING
Executive Officer · 2.5%
4671798
CHOWDHURY, MOHAMMED, ABDUL MUIZ
Executive Officer · 2.5%
6270262
HEBB, BRIAN, P.
Executive Officer · 2.5%
4242015
Rahman, Maryia, Abdul
Executive Officer · 2.5%
8245503