SourcingSourcing

THAYER PARTNERS LLC

C28
CRD 290734·SEC 801-118392
AUM
$685.7M
$500M-$1B
Est. Revenue
$6.9M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THAYER PARTNERS LLC
CRD
290734
SEC file #
801-118392
EIN
000000000
DBA names
—

Economics

AUM
$685.7M
AUM band
$500M-$1B
AUM trajectory
'21'26
$233.5M → $685.7M▲ +194%
Client mix
Individuals Other212
Individuals High Net Worth140
Pension Profit Sharing Plans18
Corporations3

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'21'26
2 advisors → 7 advisors▲ +250%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/02/2026
ADV-W filed at
—
Website
facebook.com/thayerpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILMERDING, JOHN, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WILMERDING, JOHN, CHRISTOPHER
BECKWITH, DAVID, STANLEY
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
241,064
Form 5500 Compensation Trajectory 3y
2025241,064
Form 5500 Plan Count Trajectory 3y
20257
Schedule C Total Compensation
241,064
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0001650908
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2015-08-14
Edgar Last Filing Date
2015-08-14
Edgar Form D Count
1
Edgar Form D Offerings
2015-08-142015-08-14 · 0001650908-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5 BURLINGTON WOODSSUITE 103BURLINGTON, MA 01803
Business
5 BURLINGTON WOODSSUITE 103BURLINGTON, MA 01803
Edgar EIN
000000000
Edgar Recent Filings
D2015-08-14 · 0001650908-15-000001
Firm Has Custody
Yes
Top Owner CRD
1944701
Trust Company Affiliate
No

People (8)

8
WILMERDING, JOHN, CHRISTOPHER
IAR · Direct Owner · 87.5%
1944701
BECKWITH, DAVID, STANLEY
IAR · Executive Officer · 2.5%
2285065
ANDY JOHN ARMSTRONG
Executive Officer · 2.5%
4448534
David Miller
IAR
7738478
MARCI GALE SILVERMAN
IAR
6038223
Lori Morell
IAR
7015759
DEBORAH ANN DECKMAN
IAR
5421483
Joseph FRANCIS Ciliberti
IAR
3274867