SourcingSourcing

BOUNDARY CREEK ADVISORS LP

B53
CRD 300768·SEC 801-115208
AUM
$49.8M
$25M-$100M
Est. Revenue
$498K
@ 1% on AUM
Est. EBITDA
$149K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOUNDARY CREEK ADVISORS LP
CRD
300768
SEC file #
801-115208
EIN
000000000
DBA names
—

Economics

AUM
$49.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$157.6M → $49.8M▼ -68%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow 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
boundarycreek.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREATREX, PETER, DOUGLAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GREATREX, PETER, DOUGLAS
BOUNDARY CREEK PARTNERS
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
BOUNDARYCREEK.COM
Rdap Domain Creation Date
2005-02-15T20:04:11Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
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
0001771768
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2019-07-16
Edgar Last Filing Date
2024-07-10
Edgar Form D Count
6
Edgar Form D Offerings
2024-07-102024-07-10 · 0001771768-24-000002
2023-07-102023-07-10 · 0001771768-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Goldman Sachs12
Northern Trust4
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
340 MADISON AVENUE, 12TH FLOORNEW YORK, NY 10173
Business
340 MADISON AVENUE, 12TH FLOORNEW YORK, NY 10173
Edgar EIN
000000000
Edgar Recent Filings
D/A2024-07-10 · 0001771768-24-000002
D/A2023-07-10 · 0001771768-23-000001
Firm Has Custody
Yes
Rdap Domain Expiration Date
2028-02-15T20:04:11Z
Rdap Domain Last Changed
2026-02-16T11:23:06Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4558403
Trust Company Affiliate
Yes

People (1)

1
GREATREX, PETER, DOUGLAS
Direct Owner · 87.5%
4558403