SourcingSourcing

MUIRFIELD CAPITAL GLOBAL ADVISORS LLC

A66
CRD 287547·SEC 801-109982·PALM BEACH, FL
AUM
$88.7M
$25M-$100M
Est. Revenue
$887K
@ 1% on AUM
Est. EBITDA
$266K
@ 30% margin
Est. Deal Value
$2.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
CRD
287547
SEC file #
801-109982
EIN
000000000
DBA names
—

Economics

AUM
$88.7M
AUM band
$25M-$100M
AUM trajectory
'20'26
$142.2M → $88.7M▼ -38%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
05/01/2025
ADV-W filed at
—
Website
muirfieldcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STERN, GEOFFREY, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
STERN, GEOFFREY, A
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
MUIRFIELDCAP.COM
Rdap Domain Creation Date
2002-03-01T18:20:42Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
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
0001728024
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2018-01-12
Edgar Last Filing Date
2026-05-13
Edgar Form D Count
11
Edgar Form D Offerings
2026-05-132026-05-13 · 0000919574-26-002990
2025-05-022025-05-02 · 0000919574-25-002725

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
Interactive Brokers6
Jpmorgan5
Pershing4
E*trade4
Edgar Addresses
Mailing
340 ROYAL POINCIANA WAYSUITE 317PALM BEACH, FL 33480
Business
340 ROYAL POINCIANA WAYSUITE 317PALM BEACH, FL 33480
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-05-13 · 0000919574-26-002990
D/A2025-05-02 · 0000919574-25-002725
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-01T18:20:42Z
Rdap Domain Last Changed
2026-01-03T20:08:57Z
Rdap Nameservers
Ns8.wixdns.netNs9.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1021144
Trust Company Affiliate
No

People (1)

1
GEOFFREY A STERN
Direct Owner · 87.5%
1021144