SourcingSourcing

MOUNT STREET PORTFOLIO ADVISERS LLC

C42
CRD 299192·SEC 801-114403·NEW YORK, NY
AUM
$18.6M
<$25M
Est. Revenue
$186K
@ 1% on AUM
Est. EBITDA
$56K
@ 30% margin
Est. Deal Value
$447K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOUNT STREET PORTFOLIO ADVISERS LLC
CRD
299192
SEC file #
801-114403
EIN
—
DBA names
—

Economics

AUM
$18.6M
AUM band
<$25M
AUM trajectory
'20'26
$1.49B → $18.6M▼ -99%
Client mix
Other2

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
mountstreet.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOUNT STREET PORTFOLIO ADVISERS
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
7
Control Persons
MOUNT STREET PORTFOLIO ADVISERS
COLLINS, PETER, JOHN
Solo Advisor Indicator
Yes
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
MOUNTSTREET.COM
Rdap Domain Creation Date
2010-03-26T18:51:09Z
Rdap Firm Age Years
16
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
Bny Mellon2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-03-26T18:51:09Z
Rdap Domain Last Changed
2022-03-26T18:57:53Z
Rdap Nameservers
Ns1-07.azure-dns.comNs2-07.azure-dns.netNs3-07.azure-dns.orgNs4-07.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (6)

6
COLLINS, PETER, JOHN
Executive Officer · 2.5%
2618188
Hennenberg, Erwin, Jens
Executive Officer · 2.5%
7751670
Marinina, Regina
Executive Officer · 2.5%
8243516
Odebunmi, Olusola, Olasubomi
Executive Officer · 2.5%
8042587
PLAGEMANN, STEPHAN, NMN
Executive Officer · 2.5%
7041423
WAGNER, ELKE, NMN
Executive Officer · 2.5%
7041417