SourcingSourcing

TERAMO ADVISORS, LLC

C34
CRD 291574·SEC 801-112238·NAPLES, FL
AUM
$344.7M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TERAMO ADVISORS, LLC
CRD
291574
SEC file #
801-112238
EIN
823557182
DBA names
—

Economics

AUM
$344.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$13.3M → $344.7M▲ +2495%
Client mix
Individuals High Net Worth1
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
NAPLES FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/equable-shares(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RDJ ASSOCIATES, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
RDJ ASSOCIATES, LLC
TANQUAM PARTNERS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001904821
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-10
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001172661-26-001750

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
9132 STRADA PLACESUITE 11103NAPLES, FL 34108
Business
9132 STRADA PLACESUITE 11103NAPLES, FL 34108
Edgar EIN
823557182
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001750
13F-HR2026-02-06 · 0001172661-26-000528
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
MULLEN, MATT, LAURENCE
Executive Officer · 2.5%
7890428
RONALD ALBERT SANTELLA
Executive Officer · 2.5%
1472510
KLEINSCHMIDT, ERIC, JOSEPH
Executive Officer · 2.5%
2710290