SourcingSourcing

COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP

C42
CRD 285361·SEC 801-118130·NEW YORK, NY
AUM
$428.4M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP
CRD
285361
SEC file #
801-118130
EIN
000000000
DBA names
—

Economics

AUM
$428.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$85.5M → $428.4M▲ +401%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
7 advisors → 6 advisors▼ -14%
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
cp-im.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GAO, HAI, NMN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
GAO, HAI, NMN
THE GAO 2025 IRREVOCABLE TRUST
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
CP-IM.COM
Rdap Domain Creation Date
2016-07-13T16:20:24Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001759662
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2023-06-20
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0000919574-26-003113

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
Northern Trust4
E*trade4
Morgan Stanley3
Jpmorgan2
Edgar Addresses
Mailing
45 ROCKEFELLER PLAZASUITE 1918NEW YORK, NY 10111
Business
45 ROCKEFELLER PLAZASUITE 1918NEW YORK, NY 10111
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0000919574-26-003113
13F-HR2026-02-13 · 0000919574-26-000931
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-13T16:20:24Z
Rdap Domain Last Changed
2025-05-14T08:02:32Z
Rdap Nameservers
Ns1.digitalocean.comNs2.digitalocean.comNs3.digitalocean.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
6312592
Trust Company Affiliate
Yes

People (4)

4
GAO, HAI, NMN
Direct Owner · 62.5%
6312592
LIU, YITING, NMN
Direct Owner · 7.5%
5907316
CAO, FEI
Direct Owner · 7.5%
8067627
ZHENG, YI, NMN
Executive Officer · 2.5%
8223305