SourcingSourcing

POETIC GROUP LLC

C24
CRD 293886·SEC 801-117375·HACKENSACK, NJ
AUM
$802.5M
$500M-$1B
Est. Revenue
$8.0M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POETIC GROUP LLC
CRD
293886
SEC file #
801-117375
EIN
320556910
DBA names
—

Economics

AUM
$802.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$156.7M → $802.5M▲ +412%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
HACKENSACK NJ
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
poethillcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
10NORTHEAST II LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
10NORTHEAST II LLC
PLGA2 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
ok
Rdap Domain
POETHILLCAP.COM
Rdap Domain Creation Date
2022-12-21T21:33:49Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001735810
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2018-03-30
Edgar Last Filing Date
2018-03-30
Edgar Form D Count
1
Edgar Form D Offerings
2018-03-302018-03-30 · 0001735810-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Wells Fargo12
U.s. Bank11
Interactive Brokers6
Raymond James4
E*trade4
Edgar Addresses
Mailing
1330 AVENUE OF THE AMERICAS14TH FLOORNEW YORK, NY 10019
Business
1330 AVENUE OF THE AMERICAS14TH FLOORNEW YORK, NY 10019
Edgar EIN
320556910
Edgar Recent Filings
D2018-03-30 · 0001735810-18-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-21T21:33:49Z
Rdap Domain Last Changed
2025-12-06T22:09:20Z
Rdap Nameservers
Dns1.p01.nsone.netDns2.p01.nsone.netDns3.p01.nsone.netDns4.p01.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
BERKOWITZ, ADAM, NATHANIEL
Executive Officer · 2.5%
4429213
SETH DANIEL COHN
Executive Officer · 2.5%
5340141
LI, DANIEL, CHENYANG
Executive Officer · 2.5%
5754007
SAMUEL ADAM MARK
Executive Officer · 2.5%
6227091