SourcingSourcing

VARIANT EQUITY ADVISORS, LLC

B58
CRD 297046·SEC 801-118573·LOS ANGELES, CA
AUM
$338.4M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VARIANT EQUITY ADVISORS, LLC
CRD
297046
SEC file #
801-118573
EIN
—
DBA names
—

Economics

AUM
$338.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$493.1M → $338.4M▼ -31%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
5 advisors → 3 advisors▼ -40%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
variantequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VARIANT EQUITY HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
VARIANT EQUITY HOLDINGS, LLC
Bochatey, Melissa, Marie
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
ok
Rdap Domain
VARIANTEQUITY.COM
Rdap Domain Creation Date
2016-08-11T02:03:48Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

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 (13)

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
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-08-11T02:03:48Z
Rdap Domain Last Changed
2025-05-01T23:16:16Z
Rdap Nameservers
Ns95.worldnic.comNs96.worldnic.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
Bochatey, Melissa, Marie
Executive Officer · 2.5%
8245130
CHANDUWADIA, FARHAAD, DOSSU
Executive Officer · 2.5%
6980876