SourcingSourcing

1505 CAPITAL LLC

C45
CRD 298880·SEC 801-114155·NEW YORK, NY
AUM
$485.7M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
1505 CAPITAL LLC
CRD
298880
SEC file #
801-114155
EIN
—
DBA names
—

Economics

AUM
$485.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$30.6M → $485.7M▲ +1489%
Client mix
Insurance Companies8

Operations

Employees (total)
11
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
2 advisors → 5 advisors▲ +150%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
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
AMERICAN LIFE FINANCIAL PARTNERS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
AMERICAN LIFE FINANCIAL PARTNERS,
HAHN, GREGORY, JAMES
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

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

Fdic Zip Total Deposits
8,469,048,000
Fdic Zip Branch Count
12
Fdic Zip Top Banks
TD Bank, National Association

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
U.s. Bank2
Fdic Zip Branches Raw
TD Bank, National AssociationNew York, NY
TD Bank, National AssociationNew York, NY
Fdic Zip HHI
10,000
Fdic Zip Top Bank Share Pct
100
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
HAHN, GREGORY, JAMES
Executive Officer · 2.5%
1719374
ELLIOT JASON SPERBER
Executive Officer · 2.5%
4887640
DZIURA, MARTIN, W
Executive Officer · 2.5%
1559077
STEPHEN ALAN MACE
Executive Officer · 2.5%
1777748
NICHOLAS, GEORGETTE, CECELIA
Executive Officer · 2.5%
7495600
Jason Christopher Knoller
IAR
8167040