KARLOV STREET CAPITAL, LLC

CRD

288910

SEC file #

801-128419

EIN

994182905

DBA names

—

Economics

AUM

$251.0M

AUM band

$100M-$500M

AUM trajectory

'25 · $234.4M

'26 · $251.0M

'25'26

$234.4M → $251.0M▲ +7%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 4 advisors

'25'26

3 advisors → 4 advisors▲ +33%

sec adv history

Primary office

BOCA RATON FL

Branches

—

Custodian & Brokerage

Primary custodian

JPMorganlow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

Performance-based feesOther Compensation

Filings

Latest ADV filing

03/25/2026

ADV-W filed at

—

Website

karlovstreet.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KARLOV STREET PARTNERS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

KARLOV STREET PARTNERS, LLC

SHAPIRO, JACOB, LOUIS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

KARLOVSTREET.COM

Rdap Domain Creation Date

2015-08-04T19:30:06Z

Rdap Firm Age Years

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

form 5500

SEC EDGAR

Edgar Cik

0002043535

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-11-05

Edgar Last Filing Date

2024-11-05

Edgar Form D Count

Edgar Form D Offerings

2024-11-052024-11-05 · 0002043535-24-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Jpmorgan	54
E*trade	4

adv brochure

Edgar Addresses

Mailing

155 EAST BOCA RATON ROADSUITE 411BOCA RATON, FL 33432

Business

155 EAST BOCA RATON ROADSUITE 411BOCA RATON, FL 33432

Edgar EIN

994182905

Edgar Recent Filings

D2024-11-05 · 0002043535-24-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2035-08-04T19:30:06Z

Rdap Domain Last Changed

2025-12-27T13:47:04Z

Rdap Nameservers

Ns69.domaincontrol.comNs70.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate