SourcingSourcing

ANTARCTICA INVESTMENT ADVISORS, LLC

C22
CRD 284659·SEC 801-113102·NEW YORK, NY
AUM
$5.57B
$1B+
Est. Revenue
$55.7M
@ 1% on AUM
Est. EBITDA
$16.7M
@ 30% margin
Est. Deal Value
$133.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANTARCTICA INVESTMENT ADVISORS, LLC
CRD
284659
SEC file #
801-113102
EIN
—
DBA names
—

Economics

AUM
$5.57B
AUM band
$1B+
AUM trajectory
'20'26
$2.02B → $5.57B▲ +175%
Client mix
Pooled Investment Vehicles18
Insurance Companies18

Operations

Employees (total)
32
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
13 advisors → 24 advisors▲ +85%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
antarcticacapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANTARCTICA INVESTORS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ANTARCTICA INVESTORS, LLC
KLINGBAUM, FLORINA, NMN
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
ANTARCTICACAPITAL.COM
Rdap Domain Creation Date
2008-08-07T00:48:20Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

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 (13)

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
Jpmorgan32
E*trade4
State Street3
U.s. Bank2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-07T00:48:20Z
Rdap Domain Last Changed
2025-06-23T16:48:37Z
Rdap Nameservers
A.auth-ns.sonic.netB.auth-ns.sonic.netC.auth-ns.sonic.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
KLINGBAUM, FLORINA
Executive Officer · 2.5%
4826914
PATEL, CHANDRA, R
Executive Officer · 2.5%
6688537