SourcingSourcing

HUNTER STREET PARTNERS, LP

C49
CRD 298142·SEC 801-128339·WAYZATA, MN
AUM
$313.0M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$939K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUNTER STREET PARTNERS, LP
CRD
298142
SEC file #
801-128339
EIN
000000000
DBA names
—

Economics

AUM
$313.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$277.7M → $313.0M▲ +13%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
WAYZATA MN
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow 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
hunterst.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHNSON, NEAL, RICHARD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
JOHNSON, NEAL, RICHARD
HEGRENES, JASON, JOSEPH
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
HUNTERST.COM
Rdap Domain Creation Date
2016-02-12T19:41:29Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001939736
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2022-08-05
Edgar Last Filing Date
2023-08-10
Edgar Form D Count
2
Edgar Form D Offerings
2023-08-102023-08-10 · 0001939736-23-000002
2022-08-052022-08-05 · 0001576886-22-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
U.s. Bank4
E*trade4
Edgar Addresses
Mailing
701 LAKE STREET EASTSUITE 270WAYZATA, MN 55402
Business
701 LAKE STREET EASTSUITE 270WAYZATA, MN 55402
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-08-10 · 0001939736-23-000002
D2022-08-05 · 0001576886-22-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-12T19:41:29Z
Rdap Domain Last Changed
2023-02-01T20:07:47Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4010429
Trust Company Affiliate
No

People (4)

4
JOHNSON, NEAL, RICHARD
Direct Owner · 62.5%
4010429
HEGRENES, JASON, JOSEPH
Direct Owner · 17.5%
6990478
HOMMEYER, PETER, HOAGLAND
Direct Owner · 17.5%
2071198
PLATT, ANDREW, JAY
Direct Owner · 17.5%
6990484