SourcingSourcing

EXODUSPOINT CAPITAL MANAGEMENT, LP

C15
CRD 294156·SEC 801-112901·NEW YORK, NY
AUM
$159.41B
$1B+
Est. Revenue
$1.59B
@ 1% on AUM
Est. EBITDA
$478.2M
@ 30% margin
Est. Deal Value
$3.83B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EXODUSPOINT CAPITAL MANAGEMENT, LP
CRD
294156
SEC file #
801-112901
EIN
000000000
DBA names
—

Economics

AUM
$159.41B
AUM band
$1B+
AUM trajectory
'20'26
$82.20B → $159.41B▲ +94%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
669
Advisory staff (per ADV)
313
Advisory staff (5-yr trend)
'20'26
85 advisors → 313 advisors▲ +268%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GELBAND, MICHAEL, ROBERT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
GELBAND, MICHAEL, ROBERT
LEE, HYUNG, SOON
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
fallback_guess:exoduspoint.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
980
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001737645
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2018-05-08
Edgar Last Filing Date
2025-09-23
Edgar Form D Count
10
Edgar Form D Offerings
2025-09-232025-09-23 · 0000905148-25-003396
2024-09-232024-09-23 · 0001742170-24-000002

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust20
Goldman Sachs6
Jpmorgan4
E*trade4
Fidelity3
Edgar Addresses
Mailing
WALKERS CORPORATE LIMITED27 HOSPITAL ROADGEORGE TOWN, GRAND CAYMAN, E9, KY1-9008
Business
WALKERS CORPORATE LIMITED27 HOSPITAL ROADGEORGE TOWN, GRAND CAYMAN, E9, KY1-9008
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-09-23 · 0000905148-25-003396
D/A2024-09-23 · 0001742170-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1220356
Trust Company Affiliate
Yes

People (6)

6
GELBAND, MICHAEL, ROBERT
Direct Owner · 37.5%
1220356
LEE, HYUNG, SOON
Direct Owner · 37.5%
6016389
ADDINGTON, ERIK, ROBERT
Executive Officer · 2.5%
6124974
BERG, GARRETT
Executive Officer · 2.5%
7859010
CRUISE, TIMOTHY
Executive Officer · 2.5%
5040849
KALB, BRENDAN, RICHARD
Executive Officer · 2.5%
7293896