SourcingSourcing

EXTRACT ADVISORS LLC

C31
CRD 285535·SEC 801-117058·CALABASAS, CA
AUM
$914.4M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EXTRACT ADVISORS LLC
CRD
285535
SEC file #
801-117058
EIN
880787408
DBA names
Extract Advisors

Economics

AUM
$914.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$235.0M → $914.4M▲ +289%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
4 advisors → 9 advisors▲ +125%
Primary office
CALABASAS CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
extractcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILMEISTER, DARIN, TODD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MILMEISTER, DARIN, TODD
Park, Ethan, Eunhyoung
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
EXTRACTCAPITAL.COM
Rdap Domain Creation Date
2011-01-19T19:51:34Z
Rdap Firm Age Years
15
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
0001922678
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2022-04-14
Edgar Last Filing Date
2023-04-12
Edgar Form D Count
2
Edgar Form D Offerings
2023-04-122023-04-12 · 0001922678-23-000001
2022-04-142022-04-14 · 0001922678-22-000001

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
Full
Goldman Sachs8
U.s. Bank4
E*trade4
Edgar Addresses
Mailing
12130 MILLENNIUM DR., SUITE 300LOS ANGELES, CA 90094
Business
12130 MILLENNIUM DR., SUITE 300LOS ANGELES, CA 90094
Edgar EIN
880787408
Edgar Recent Filings
D/A2023-04-12 · 0001922678-23-000001
D2022-04-14 · 0001922678-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-19T19:51:34Z
Rdap Domain Last Changed
2025-01-20T12:44:34Z
Rdap Nameservers
Arch.ns.cloudflare.comIngrid.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4284685
Trust Company Affiliate
No

People (2)

2
MILMEISTER, DARIN, TODD
Direct Owner · 87.5%
4284685
Park, Ethan, Eunhyoung
Executive Officer · 2.5%
6713541