SourcingSourcing

CERES PARTNERS, LLC

C29
CRD 290937·SEC 801-114192·SOUTH BEND, IN
AUM
$1.96B
$1B+
Est. Revenue
$19.6M
@ 1% on AUM
Est. EBITDA
$5.9M
@ 30% margin
Est. Deal Value
$46.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CERES PARTNERS, LLC
CRD
290937
SEC file #
801-114192
EIN
823147811
DBA names
—

Economics

AUM
$1.96B
AUM band
$1B+
AUM trajectory
'20'26
$126.6M → $1.96B▲ +1444%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
21
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
12 advisors → 16 advisors▲ +33%
Primary office
SOUTH BEND IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
cerespartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WISDOMTREE FARMLAND HOLDINGS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
WISDOMTREE FARMLAND HOLDINGS,
Stickley Jr., Lawrence, Anthony
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
CERESPARTNERS.COM
Rdap Domain Creation Date
2009-10-28T18:45:49Z
Rdap Firm Age Years
17
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
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
1,202
Form 5500 Total Compensation
210,549
Form 5500 Compensation Trajectory 3y
2025168,130
202642,419
20240
Form 5500 Plan Count Trajectory 3y
20242
20252
20261
Schedule C Total Compensation
210,549
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001720584
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-11-09
Edgar Last Filing Date
2017-11-09
Edgar Form D Count
1
Edgar Form D Offerings
2017-11-092017-11-09 · 0001720584-17-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2517
Soi Zip Pct 200k Plus
0.1016
Soi Zip Returns 200k Plus
440
Soi Zip Total AGI
449,215
Fdic Zip Total Deposits
957,257,000
Fdic Zip Branch Count
43
Fdic Zip Top Banks
Old National Bank
Valley American Bank and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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
E*trade4
Edgar Addresses
Mailing
1251 N. EDDY STREETSUITE 200SOUTH BEND, IN 46617
Business
1251 N. EDDY STREETSUITE 200SOUTH BEND, IN 46617
Edgar EIN
823147811
Edgar Recent Filings
D2017-11-09 · 0001720584-17-000001
Fdic Zip Branches Raw
Valley American Bank and Trust CompanySouth Bend, IN
Valley American Bank and Trust CompanySouth Bend, IN
Fdic Zip HHI
2580.76
Fdic Zip Top Bank Share Pct
40.53
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-28T18:45:49Z
Rdap Domain Last Changed
2024-10-29T14:02:47Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI13,441
Returns1,180
Stub 2
AGI36,776
Returns1,000
Stub 3
AGI40,552
Returns660
Soi Zip Total Business Income
13,435
Soi Zip Total Cap Gains
32,258
Soi Zip Total Dividends
18,789
Soi Zip Total Returns
4,330
Trust Company Affiliate
Yes

People (4)

4
Stickley Jr., Lawrence, Anthony
Executive Officer · 2.5%
7895810
VIETH, PERRY, JOHN
Executive Officer · 2.5%
1757071
ZICK, BRANDON, JAMES
Executive Officer · 2.5%
4939276
VIETH, PATRICK, JOHN
Executive Officer · 2.5%
7692096