SourcingSourcing

NORLAND CAPITAL LP

B60
CRD 288562·SEC 801-128673
AUM
$167.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$503K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORLAND CAPITAL LP
CRD
288562
SEC file #
801-128673
EIN
000000000
DBA names
—

Economics

AUM
$167.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$288.4M → $167.5M▼ -42%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
norlandcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NORLAND CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
NORLAND CAPITAL LLC
SZESZKOWSKI, MATEUSZ, MICHAL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NORLANDCAPITAL.COM
Rdap Domain Creation Date
2015-11-10T14:18:36Z
Rdap Firm Age Years
11
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
0001708757
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2017-06-08
Edgar Last Filing Date
2022-06-03
Edgar Form D Count
6
Edgar Form D Offerings
2022-06-032022-06-03 · 0000902664-22-003152
2021-06-042021-06-04 · 0000902664-21-002998

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

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 Trust12
E*trade4
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVCIES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Business
C/O MAPLES CORPORATE SERVCIES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2022-06-03 · 0000902664-22-003152
D/A2021-06-04 · 0000902664-21-002998
Firm Has Custody
Yes
Rdap Domain Expiration Date
2030-11-10T14:18:36Z
Rdap Domain Last Changed
2025-11-11T18:33:06Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
SZESZKOWSKI, MATEUSZ, MICHAL
Executive Officer · 2.5%
6792845
SCOTT, GUY, ANTHONY
Executive Officer · 2.5%
4374242