SourcingSourcing

PARKERGALE, LLC

C32
CRD 284237·SEC 801-110228·CHICAGO, IL
AUM
$719.1M
$500M-$1B
Est. Revenue
$7.2M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARKERGALE, LLC
CRD
284237
SEC file #
801-110228
EIN
—
DBA names
—

Economics

AUM
$719.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$254.8M → $719.1M▲ +182%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
14
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
10 advisors → 9 advisors▼ -10%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/parkergale-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATHEWS, DEVIN, ROBERT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MATHEWS, DEVIN, ROBERT
MILBERY, JAMES, FRASER
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:parkergale.com

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 (9)

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
Window
Folio Institutional1
Full
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2397770
Trust Company Affiliate
No

People (5)

5
MATHEWS, DEVIN, ROBERT
Direct Owner · 37.5%
2397770
MILBERY, JAMES, FRASER
Direct Owner · 37.5%
4535376
DOSSETT, COREY, WAYNE
Direct Owner · 17.5%
5186569
MILLIGAN, DAVID, RYAN
Direct Owner · 17.5%
4848620
GOFFI, ERNEST, ROSS
Executive Officer · 2.5%
5747290