SourcingSourcing

MELODEON CAPITAL PARTNERS, LP

C41
CRD 300896·SEC 801-114960·MIAMI, FL
AUM
$340.6M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MELODEON CAPITAL PARTNERS, LP
CRD
300896
SEC file #
801-114960
EIN
000000000
DBA names
—

Economics

AUM
$340.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$262.8M → $340.6M▲ +30%
Client mix
Pooled Investment Vehicles5

Operations

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

Custodian & Brokerage

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

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
melodeoncapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MELODEON CAPITAL PARTNERS, GP,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
MELODEON CAPITAL PARTNERS, GP,
BENETT, HALLE, JOHN
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
ok
Rdap Domain
MELODEONCAPITAL.COM
Rdap Domain Creation Date
2019-02-05T18:53:02Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001784632
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-08-06
Edgar Last Filing Date
2019-08-06
Edgar Form D Count
1
Edgar Form D Offerings
2019-08-062019-08-06 · 0001784632-19-000001

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
Wells Fargo10
E*trade4
Edgar Addresses
Mailing
717 FIFTH AVENUE12TH FLOORNEW YORK, NY 10022
Business
717 FIFTH AVENUE12TH FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D2019-08-06 · 0001784632-19-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-05T18:53:02Z
Rdap Domain Last Changed
2026-01-31T06:15:17Z
Rdap Nameservers
Dns1.p01.nsone.netDns2.p01.nsone.netDns3.p01.nsone.netDns4.p01.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
HALLE JOHN BENETT
Executive Officer · 2.5%
2542374
SAMUEL MINOT WATHEN
Executive Officer · 2.5%
5183348