LLOYD PARK, LLC
C48
CRD 174032·SEC 801-111890·WILMETTE, IL
AUM
$167.9M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$504K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $105.6M
'21 · $109.0M
'22 · $151.7M
'23 · $151.7M
'25 · $167.3M
'26 · $167.9M
'20'26
$105.6M → $167.9M▲ +59%
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 1 advisors
'25 · 1 advisors
'26 · 1 advisors
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
WILMETTE IL
Branches
| Count | 1 |
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
220 LINDEN AVEWILMETTE, IL 60091
Business
220 LINDEN AVEWILMETTE, IL 60091
Edgar Recent Filings
13F-HR2022-11-14 · 0001104659-22-118043
13F-HR2022-08-09 · 0001104659-22-087748