AJ CAPITAL MANAGEMENT LLC

C26
CRD 291880·SEC 801-112982·NASHVILLE, TN
AUM
$2.64B
$1B+
Est. Revenue
$26.4M
@ 1% on AUM
Est. EBITDA
$7.9M
@ 30% margin
Est. Deal Value
$63.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AJ CAPITAL MANAGEMENT LLC
CRD
291880
SEC file #
801-112982
EIN
DBA names

Economics

AUM
$2.64B
AUM band
$1B+
AUM trajectory
'20'26
$925.6M → $2.64B▲ +185%
Client mix
Pooled Investment Vehicles41

Operations

Employees (total)
112
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'20'26
87 advisors → 32 advisors▼ -63%
Primary office
NASHVILLE TN
Branches

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
2
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AJ CONSOLIDATED HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
AJ CONSOLIDATED HOLDINGS LP
HASSBERGER, ERIC, DONALD
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No