SourcingSourcing

THORNTREE CAPITAL PARTNERS LP

C31
CRD 283643·SEC 801-107747·BOSTON, MA
AUM
$955.3M
$500M-$1B
Est. Revenue
$9.6M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$22.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THORNTREE CAPITAL PARTNERS LP
CRD
283643
SEC file #
801-107747
EIN
475647331
DBA names
—

Economics

AUM
$955.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$493.0M → $955.3M▲ +94%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
3 advisors → 6 advisors▲ +100%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
thorntreecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOORE, MARK, CHRISTOPHER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MOORE, MARK, CHRISTOPHER
NAUGHTON, AMY, BETH
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
THORNTREECAP.COM
Rdap Domain Creation Date
2015-10-26T19:44:45Z
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 Cik
0001688511
Edgar Registered
Yes
Edgar Filing Count
43
Edgar First Filing Date
2017-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002253

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
Morgan Stanley12
Goldman Sachs6
Northern Trust4
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
800 BOYLSTON STREETSUITE 1520BOSTON, MA 02199-8182
Business
800 BOYLSTON STREETSUITE 1520BOSTON, MA 02199-8182
Edgar EIN
475647331
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002253
13F-HR2026-02-17 · 0001172661-26-001146
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-26T19:44:45Z
Rdap Domain Last Changed
2024-10-21T21:18:45Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6639100
Trust Company Affiliate
Yes

People (3)

3
MOORE, MARK, CHRISTOPHER
Direct Owner · 62.5%
6639100
NAUGHTON, AMY, BETH
Direct Owner · 37.5%
6639110
SCOLLINS, EDWARD, JAY
Executive Officer · 2.5%
6047942