SourcingSourcing

JAHD MANAGEMENT COMPANY, LLC

C28
CRD 282189·SEC 801-124764·BOSTON, MA
AUM
$3.56B
$1B+
Est. Revenue
$35.6M
@ 1% on AUM
Est. EBITDA
$10.7M
@ 30% margin
Est. Deal Value
$85.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JAHD MANAGEMENT COMPANY, LLC
CRD
282189
SEC file #
801-124764
EIN
—
DBA names
Elephant

Economics

AUM
$3.56B
AUM band
$1B+
AUM trajectory
'23'26
$2.52B → $3.56B▲ +41%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
21
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'23'26
10 advisors → 13 advisors▲ +30%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
elephantvc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DALY, JEREMIAH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DALY, JEREMIAH
HUNT, ANDREW, MARTIN
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
ELEPHANTVC.COM
Rdap Domain Creation Date
2015-05-28T23:51:31Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Jpmorgan24
Goldman Sachs6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-05-28T23:51:31Z
Rdap Domain Last Changed
2025-05-16T13:39:06Z
Rdap Nameservers
Abdullah.ns.cloudflare.comSunny.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6586334
Trust Company Affiliate
No

People (3)

3
DALY, JEREMIAH
Direct Owner · 62.5%
6586334
HUNT, ANDREW, MARTIN
Direct Owner · 62.5%
4689540
CAMMARATA, PATRICK, JOHN
Executive Officer · 2.5%
6039263