SourcingSourcing

AHOY CAPITAL MANAGEMENT LLC

C34
CRD 300100·SEC 801-116907·PALO ALTO, CA
AUM
$540.3M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AHOY CAPITAL MANAGEMENT LLC
CRD
300100
SEC file #
801-116907
EIN
—
DBA names
Ahoy Capital

Economics

AUM
$540.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$188.9M → $540.3M▲ +186%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
PALO ALTO CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
ahoycap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOUVOS, CHRISTOPHER, ALEXANDER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DOUVOS, CHRISTOPHER, ALEXANDER
ZENGO, AMY, E
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
AHOYCAP.COM
Rdap Domain Creation Date
2018-07-30T18:59:48Z
Rdap Firm Age Years
8
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3571
Soi Zip Pct 200k Plus
0.216
Soi Zip Returns 200k Plus
4,550
Soi Zip Total AGI
4,586,243
Fdic Zip Total Deposits
11,656,366,000
Fdic Zip Branch Count
41
Fdic Zip Top Banks
Valley National Bank
Bank Leumi USA

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Jpmorgan16
Morgan Stanley10
E*trade4
Fdic Zip Branches Raw
California Bank & TrustEast Palo Alto, CA
Bank of America, National AssociationPalo Alto, CA
Fdic Zip HHI
3832.94
Fdic Zip Top Bank Share Pct
45.24
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-07-30T18:59:48Z
Rdap Domain Last Changed
2025-07-23T18:19:50Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.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
AGI53,354
Returns4,450
Stub 2
AGI154,196
Returns4,100
Stub 3
AGI195,784
Returns3,190
Soi Zip Total Business Income
101,944
Soi Zip Total Cap Gains
465,117
Soi Zip Total Dividends
188,157
Soi Zip Total Returns
21,060
Top Owner CRD
4250303
Trust Company Affiliate
No

People (2)

2
DOUVOS, CHRISTOPHER, ALEXANDER
Direct Owner · 87.5%
4250303
ZENGO, AMY, E
Executive Officer · 2.5%
4402987