SourcingSourcing

ASYMMETRIC CAPITAL MANAGEMENT, LLC.

C47
CRD 285739·SEC 801-111736·WAYZATA, MN
AUM
$231.2M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$694K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASYMMETRIC CAPITAL MANAGEMENT, LLC.
CRD
285739
SEC file #
801-111736
EIN
—
DBA names
Acm

Economics

AUM
$231.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$179.9M → $231.2M▲ +29%
Client mix
Individuals Other8
Individuals High Net Worth4
Pension Profit Sharing Plans1
Charitable Organizations1

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'25
2 advisors → 2 advisors▬ 0%
Primary office
WAYZATA MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
asymmetriccap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Paloscia, Lorenzo
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Paloscia, Lorenzo
VAN BENSCHOTEN, DAVID,
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
ASYMMETRICCAP.COM
Rdap Domain Creation Date
2016-06-21T19:46:43Z
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 Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-21T19:46:43Z
Rdap Domain Last Changed
2024-06-22T16:32:55Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6842503
Trust Company Affiliate
No

People (2)

2
Paloscia, Lorenzo
IAR · Direct Owner · 37.5%
6842503
DAVID BERNARD VAN BENSCHOTEN
Direct Owner · 37.5%
5416576