SourcingSourcing

ACQUIRERS FUNDS, LLC

C37
CRD 298309·SEC 801-114448·ROLLING HILLS, CA
AUM
$33.1M
$25M-$100M
Est. Revenue
$331K
@ 1% on AUM
Est. EBITDA
$99K
@ 30% margin
Est. Deal Value
$794K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACQUIRERS FUNDS, LLC
CRD
298309
SEC file #
801-114448
EIN
—
DBA names
—

Economics

AUM
$33.1M
AUM band
$25M-$100M
AUM trajectory
'21'26
$17.1M → $33.1M▲ +94%
Client mix
Investment Companies1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
ROLLING HILLS CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
linkedin.com/in/tobycarlisle(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARLISLE, TOBIAS, ERIC
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CARLISLE, TOBIAS, ERIC
Solo Advisor Indicator
Yes
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:acquirersfunds.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4029
Soi Zip Pct 200k Plus
0.1669
Soi Zip Returns 200k Plus
3,550
Soi Zip Total AGI
2,557,030
Fdic Zip Total Deposits
86,987,744,000
Fdic Zip Branch Count
501
Fdic Zip Top Banks
Wells Fargo Bank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaTorrance, CA
Union BankTorrance, CA
Fdic Zip HHI
478.58
Fdic Zip Top Bank Share Pct
10.89
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI51,607
Returns4,360
Stub 2
AGI124,508
Returns3,340
Stub 3
AGI172,468
Returns2,780
Soi Zip Total Business Income
61,928
Soi Zip Total Cap Gains
146,638
Soi Zip Total Dividends
50,546
Soi Zip Total Returns
21,270
Top Owner CRD
5941790
Trust Company Affiliate
No

People (1)

1
CARLISLE, TOBIAS, ERIC
IAR · Direct Owner · 87.5%
5941790