SourcingSourcing

MANTLE RIDGE LP

C28
CRD 284653·SEC 801-108157·NEW YORK, NY
AUM
$5.35B
$1B+
Est. Revenue
$53.5M
@ 1% on AUM
Est. EBITDA
$16.0M
@ 30% margin
Est. Deal Value
$128.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MANTLE RIDGE LP
CRD
284653
SEC file #
801-108157
EIN
813048123
DBA names
—

Economics

AUM
$5.35B
AUM band
$1B+
AUM trajectory
'20'26
$2.74B → $5.35B▲ +95%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
15
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
2 advisors → 6 advisors▲ +200%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow 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
mantleridge.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MR PCH FEE POOL LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MR PCH FEE POOL LP
HILAL, PAUL, CHARLES
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
ok
Rdap Domain
MANTLERIDGE.COM
Rdap Domain Creation Date
2016-06-07T18:49:36Z
Rdap Firm Age Years
10
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
0001695459
Edgar Registered
Yes
Edgar Filing Count
132
Edgar First Filing Date
2017-02-15
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
35
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001695459-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Northern Trust40
Goldman Sachs18
E*trade4
Edgar Addresses
Mailing
712 FIFTH AVENUE, SUITE 17FNEW YORK, NY 10019
Business
712 FIFTH AVENUE, SUITE 17FNEW YORK, NY 10019
Edgar EIN
813048123
Edgar Recent Filings
13F-HR2026-05-15 · 0001695459-26-000005
13F-HR2026-02-17 · 0001695459-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-07T18:49:36Z
Rdap Domain Last Changed
2025-06-08T18:02:07Z
Rdap Nameservers
Ns1.accessabacus.comNs2.accessabacus.comNs3.accessabacus.comNs4.accessabacus.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (2)

2
HILAL, PAUL, CHARLES
Executive Officer · 2.5%
2285779
LEE, CHRISTOPHER
Executive Officer · 2.5%
6683893