SourcingSourcing

JLL PARTNERS, LLC

C17
CRD 285186·SEC 801-108612·NEW YORK, NY
AUM
$7.40B
$1B+
Est. Revenue
$74.0M
@ 1% on AUM
Est. EBITDA
$22.2M
@ 30% margin
Est. Deal Value
$177.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JLL PARTNERS, LLC
CRD
285186
SEC file #
801-108612
EIN
981828146
DBA names
—

Economics

AUM
$7.40B
AUM band
$1B+
AUM trajectory
'20'26
$2.43B → $7.40B▲ +205%
Client mix
Pooled Investment Vehicles35

Operations

Employees (total)
36
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
18 advisors → 36 advisors▲ +100%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AGROSKIN, DANIEL, NMN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
AGROSKIN, DANIEL, NMN
HAMMOND, KEVIN, THOMAS
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
JLLPARTNERS.COM
Rdap Domain Creation Date
2002-11-21T17:25:26Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002064468
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-04-14
Edgar Last Filing Date
2025-04-14
Edgar Form D Count
1
Edgar Form D Offerings
2025-04-142025-04-14 · 0002064468-25-000001

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
Window
Folio Institutional1
Full
Wells Fargo84
E*trade4
Jpmorgan1
Folio Institutional1
Edgar Addresses
Mailing
JLL PARTNERS, LLC300 PARK AVENUE, 18TH FLOORNEW YORK, NY 10022
Business
JLL PARTNERS, LLC300 PARK AVENUE, 18TH FLOORNEW YORK, NY 10022
Edgar EIN
981828146
Edgar Recent Filings
D2025-04-14 · 0002064468-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-21T17:25:26Z
Rdap Domain Last Changed
2020-03-21T18:45:46Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3265938
Trust Company Affiliate
No

People (5)

5
AGROSKIN, DANIEL, NMN
Direct Owner · 37.5%
3265938
HAMMOND, KEVIN, THOMAS
Direct Owner · 37.5%
6723535
RODRIGUEZ, FRANCISCO, JOSE
Direct Owner · 37.5%
2404824
SCHNEIDER, DAREN, RONALD
Executive Officer · 2.5%
4819630
LEVY, PAUL, SAMUEL
Executive Officer · 2.5%
1132283