SourcingSourcing

JMC MANAGEMENT, LLC

B58
CRD 169235·SEC 801-108085·BOSTON, MA
AUM
$211.9M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$636K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JMC MANAGEMENT, LLC
CRD
169235
SEC file #
801-108085
EIN
463276959
DBA names
—

Economics

AUM
$211.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$411.7M → $211.9M▼ -49%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
12 advisors → 2 advisors▼ -83%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
jmccp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
D'AMELIO, MICHAEL, ANTHONY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
D'AMELIO, MICHAEL, ANTHONY
BERO, GEORGE, LAWRENCE
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
JMCCP.COM
Rdap Domain Creation Date
2012-05-31T20:18:04Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
REGISTER4LESS, INC.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001583868
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2013-08-14
Edgar Last Filing Date
2013-08-14
Edgar Form D Count
1
Edgar Form D Offerings
2013-08-142013-08-14 · 0001583868-13-000001

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
E*trade4
State Street1
Edgar Addresses
Mailing
125 SUMMER STREET, SUITE 1250BOSTON, MA 02110
Business
125 SUMMER STREET, SUITE 1250BOSTON, MA 02110
Edgar EIN
463276959
Edgar Recent Filings
D2013-08-14 · 0001583868-13-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-31T20:18:04Z
Rdap Domain Last Changed
2026-03-26T17:56:33Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.comNs2.dnsmadeeasy.comNs3.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4179619
Trust Company Affiliate
No

People (2)

2
D'AMELIO, MICHAEL, ANTHONY
Direct Owner · 62.5%
4179619
BERO, GEORGE, LAWRENCE
Direct Owner · 37.5%
6260576