SourcingSourcing

GILEAD CAPITAL LP

C49
CRD 282023·SEC 801-107184·NEW YORK, NY
AUM
$39.1M
$25M-$100M
Est. Revenue
$391K
@ 1% on AUM
Est. EBITDA
$117K
@ 30% margin
Est. Deal Value
$938K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GILEAD CAPITAL LP
CRD
282023
SEC file #
801-107184
EIN
394448102
DBA names
—

Economics

AUM
$39.1M
AUM band
$25M-$100M
AUM trajectory
'20'26
$159.2M → $39.1M▼ -75%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STRONG, JEFFREY, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
STRONG, JEFFREY, ALAN
KULKARNI, SEMANTI, DATTA
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
fallback_guess:gilead.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002098445
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-12-18
Edgar Last Filing Date
2025-12-18
Edgar Form D Count
1
Edgar Form D Offerings
2025-12-182025-12-18 · 0002098445-25-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Interactive Brokers6
E*trade4
Edgar Addresses
Mailing
2908 VIRGINIA STREETMIAMI, FL 33133
Business
2908 VIRGINIA STREETMIAMI, FL 33133
Edgar EIN
394448102
Edgar Recent Filings
D2025-12-18 · 0002098445-25-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6599894
Trust Company Affiliate
Yes

People (2)

2
STRONG, JEFFREY, ALAN
Direct Owner · 87.5%
6599894
KULKARNI, SEMANTI, DATTA
Direct Owner · 37.5%
5001595