SourcingSourcing

LEWIS & CLARK EQUITY PARTNERS, LLC

C32
CRD 299686·SEC 801-114614·ST. LOUIS, MO
AUM
$262.9M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$789K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEWIS & CLARK EQUITY PARTNERS, LLC
CRD
299686
SEC file #
801-114614
EIN
—
DBA names
Lewis & Clark Partners, Llc

Economics

AUM
$262.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$134.3M → $262.9M▲ +96%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
25
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'20'26
11 advisors → 19 advisors▲ +73%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/lacagrifood(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THOMAS J. HILLMAN LIVING TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
THOMAS J. HILLMAN LIVING TRUST
HILLMAN, THOMAS, JOEL
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
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 (8)

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
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
HILLMAN, THOMAS, JOEL
Executive Officer · 2.5%
6557166
Page II, Lawrence, Edward
Executive Officer · 2.5%
7895044
Spihlman, Timothy, Jay
Executive Officer · 2.5%
7895042
TAICLET, DAVID, LOUIS
Executive Officer · 2.5%
7053967
LANE, MEGAN, RYAN
Executive Officer · 2.5%
7048369