OBERLAND CAPITAL MANAGEMENT LLC
C19
CRD 169109·SEC 801-87179·NEW YORK, NY
AUM
$3.22B
$1B+
Est. Revenue
$32.2M
@ 1% on AUM
Est. EBITDA
$9.7M
@ 30% margin
Est. Deal Value
$77.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.06B
'21 · $1.33B
'22 · $1.96B
'23 · $2.24B
'25 · $2.98B
'26 · $3.22B
'20'26
$1.06B → $3.22B▲ +204%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 9 advisors
'22 · 10 advisors
'23 · 13 advisors
'25 · 16 advisors
'26 · 14 advisors
'20'26
7 advisors → 14 advisors▲ +100%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-05-052025-05-05 · 0001925468-25-000001
2024-05-032024-05-03 · 0001925468-24-000002
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O QUANTBIO MANAGEMENT LLC1700 BROADWAY, 24TH FLOORNEW YORK, NY 10019
Business
C/O QUANTBIO MANAGEMENT LLC1700 BROADWAY, 24TH FLOORNEW YORK, NY 10019
Edgar Recent Filings
D/A2025-05-05 · 0001925468-25-000001
D/A2024-05-03 · 0001925468-24-000002