SourcingSourcing

ELSEWHERE PARTNERS, LLC

C46
CRD 293959·SEC 801-127776·AUSTIN, TX
AUM
$803.0M
$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
ELSEWHERE PARTNERS, LLC
CRD
293959
SEC file #
801-127776
EIN
823781885
DBA names
—

Economics

AUM
$803.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$852.7M → $803.0M▼ -6%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
22
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'25'26
15 advisors → 17 advisors▲ +13%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/elsewhere-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PACITTI, CHRISTOPHER, ANTHONY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
PACITTI, CHRISTOPHER, ANTHONY
KUNZ, KEVIN, ANTHONY
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
fallback_guess:elsewhere.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
203
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001726611
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2018-02-12
Edgar Last Filing Date
2019-06-04
Edgar Form D Count
2
Edgar Form D Offerings
2019-06-042019-06-04 · 0001726611-19-000002
2018-02-122018-02-12 · 0001726611-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
835 WEST SIXTH STREET, SUITE 1560AUSTIN, TX 78703
Business
835 WEST SIXTH STREET, SUITE 1560AUSTIN, TX 78703
Edgar EIN
823781885
Edgar Recent Filings
D/A2019-06-04 · 0001726611-19-000002
D2018-02-12 · 0001726611-18-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6544383
Trust Company Affiliate
No

People (5)

5
PACITTI, CHRISTOPHER, ANTHONY
Direct Owner · 87.5%
6544383
KUNZ, KEVIN, ANTHONY
Executive Officer · 2.5%
6021760
CRIDDLE, AARON, MARSHALL
Executive Officer · 2.5%
8246048
PACITTI, DEBRA, SUSAN
Executive Officer · 2.5%
7089689
Sloane Isabel Saitoc
IAR
7726683