SourcingSourcing

ANTARES CAPITAL ADVISERS LLC

C22
CRD 281998·SEC 801-106919·CHICAGO, IL
AUM
$47.39B
$1B+
Est. Revenue
$473.9M
@ 1% on AUM
Est. EBITDA
$142.2M
@ 30% margin
Est. Deal Value
$1.14B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANTARES CAPITAL ADVISERS LLC
CRD
281998
SEC file #
801-106919
EIN
395085760
DBA names
—

Economics

AUM
$47.39B
AUM band
$1B+
AUM trajectory
'20'26
$10.81B → $47.39B▲ +338%
Client mix
Pooled Investment Vehicles48

Operations

Employees (total)
466
Advisory staff (per ADV)
240
Advisory staff (5-yr trend)
'20'26
182 advisors → 240 advisors▲ +32%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/antares-capital-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANTARES CAPITAL LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ANTARES CAPITAL LP
CONCESSI, BENJAMIN, ANTHONY
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
fallback_guess:antares.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002126874
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-04-27
Edgar Last Filing Date
2026-04-27
Edgar Form D Count
1
Edgar Form D Offerings
2026-04-272026-04-27 · 0000950103-26-006226

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
U.s. Bank57
Wells Fargo24
Bny Mellon6
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
320 SOUTH CANAL STREET SUITE 4200CHICAGO, IL 60606
Business
320 SOUTH CANAL STREET SUITE 4200CHICAGO, IL 60606
Edgar EIN
395085760
Edgar Recent Filings
D2026-04-27 · 0000950103-26-006226
Firm Has Custody
Yes
Mailing Office Differs
Yes
Trust Company Affiliate
No

People (6)

6
CONCESSI, BENJAMIN, ANTHONY
Executive Officer · 2.5%
8223599
FRANK, BRUCE, ALAN
Executive Officer · 2.5%
6026547
GUPTA, MALVIKA
Executive Officer · 2.5%
5239904
LINDBLAD, TYLER, WADE
Executive Officer · 2.5%
5393210
LYNE, TIMOTHY, GERARD
Executive Officer · 2.5%
5375937
MATHEW, VIVEK, ISAAC
Executive Officer · 2.5%
3109621