SourcingSourcing

ATWATER CAPITAL, LLC

C34
CRD 299075·SEC 801-121164·LOS ANGELES, CA
AUM
$491.5M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATWATER CAPITAL, LLC
CRD
299075
SEC file #
801-121164
EIN
874011696
DBA names
—

Economics

AUM
$491.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$146.5M → $491.5M▲ +235%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
atwater-capital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CEDAR VS INVESTMENTS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CEDAR VS INVESTMENTS LLC
KHANANASHVILI, MERI, A
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
ATWATER-CAPITAL.COM
Rdap Domain Creation Date
2017-10-16T04:03:03Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
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
0001928713
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-05-12
Edgar Last Filing Date
2022-05-12
Edgar Form D Count
1
Edgar Form D Offerings
2022-05-122022-05-12 · 0001928713-22-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.336
Soi Zip Pct 200k Plus
0.1394
Soi Zip Returns 200k Plus
2070
Soi Zip Total AGI
1,779,397
Fdic Zip Total Deposits
22,301,968,000
Fdic Zip Branch Count
200
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
C/O ATWATER CAPITAL, LLC3108 GLENDALE BLVD, SUITE 463LOS ANGELES, CA 90039
Business
C/O ATWATER CAPITAL, LLC3108 GLENDALE BLVD, SUITE 463LOS ANGELES, CA 90039
Edgar EIN
874011696
Edgar Recent Filings
D2022-05-12 · 0001928713-22-000001
Fdic Zip Branches Raw
Union Federal Bank, A federal savings bankLos Angeles, CA
Highland Federal Bank, F.S.B.Los Angeles, CA
Fdic Zip HHI
1930.25
Fdic Zip Top Bank Share Pct
34.76
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-10-16T04:03:03Z
Rdap Domain Last Changed
2023-09-15T22:13:17Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,096
Returns3,250
Stub 2
AGI106,037
Returns2,850
Stub 3
AGI137,313
Returns2,220
Soi Zip Total Business Income
78,670
Soi Zip Total Cap Gains
90,960
Soi Zip Total Dividends
42,371
Soi Zip Total Returns
14,850
Trust Company Affiliate
No

People (1)

1
KHANANASHVILI, MERI, A
Executive Officer · 2.5%
7359367