SourcingSourcing

REYNOLDS CHANNEL MANAGEMENT, L.P.

B60
CRD 296292·SEC 801-126203·NEW YORK, NY
AUM
$233.2M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$700K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REYNOLDS CHANNEL MANAGEMENT, L.P.
CRD
296292
SEC file #
801-126203
EIN
863382736
DBA names
—

Economics

AUM
$233.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$253.5M → $233.2M▼ -8%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COHEN, SETH, ADAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COHEN, SETH, ADAM
REYNOLDS CHANNEL MANAGEMENT
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001863668
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2021-06-02
Edgar Last Filing Date
2021-06-02
Edgar Form D Count
1
Edgar Form D Offerings
2021-06-022021-06-02 · 0000902664-21-002971

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
E*trade4
Morgan Stanley1
Edgar Addresses
Mailing
6 ST JOHNS LANE5TH FLOORNEW YORK, NY 10013
Business
6 ST JOHNS LANE5TH FLOORNEW YORK, NY 10013
Edgar EIN
863382736
Edgar Recent Filings
D2021-06-02 · 0000902664-21-002971
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6461527
Trust Company Affiliate
No

People (1)

1
COHEN, SETH, ADAM
Direct Owner · 87.5%
6461527