SourcingSourcing

MANNA TREE PARTNERS, LLC

C29
CRD 299654·SEC 801-121621·DENVER, CO
AUM
$816.2M
$500M-$1B
Est. Revenue
$8.2M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MANNA TREE PARTNERS, LLC
CRD
299654
SEC file #
801-121621
EIN
—
DBA names
—

Economics

AUM
$816.2M
AUM band
$500M-$1B
AUM trajectory
'22'26
$376.7M → $816.2M▲ +117%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
20
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'22'26
4 advisors → 10 advisors▲ +150%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/mannatree(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Iverson, Ross, Andrew
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Iverson, Ross, Andrew
Rubenstein, Gabrielle
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
social_url_excluded:linkedin.com

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 (9)

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
Jpmorgan24
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7043089
Trust Company Affiliate
No

People (3)

3
Iverson, Ross, Andrew
Direct Owner · 62.5%
7043089
Rubenstein, Gabrielle
Direct Owner · 62.5%
7042335
Collins, Katherine, DeMaris
Executive Officer · 2.5%
8130890