SourcingSourcing

SQN VENTURE PARTNERS, LLC

B50
CRD 301483·SEC 801-124879·CHARLESTON, SC
AUM
$137.3M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$412K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SQN VENTURE PARTNERS, LLC
CRD
301483
SEC file #
801-124879
EIN
300855753
DBA names
—

Economics

AUM
$137.3M
AUM band
$100M-$500M
AUM trajectory
'23'26
$167.6M → $137.3M▼ -18%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
3 advisors → 4 advisors▲ +33%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
sqnvp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
McCalley, Ryan, Scott
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
McCalley, Ryan, Scott
BARNETT, NICHOLAS, ANDREW
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
SQNVP.COM
Rdap Domain Creation Date
2015-01-08T16:04:33Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
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
0001643143
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2015-05-22
Edgar Last Filing Date
2018-01-03
Edgar Form D Count
2
Edgar Form D Offerings
2018-01-032018-01-03 · 0001643143-18-000001
2015-05-222015-05-22 · 0001387131-15-001854

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Edgar Addresses
Mailing
100 WALL STREET28TH FLOORNEW YORK, NY 10005
Business
100 WALL STREET28TH FLOORNEW YORK, NY 10005
Edgar EIN
300855753
Edgar Recent Filings
D/A2018-01-03 · 0001643143-18-000001
D2015-05-22 · 0001387131-15-001854
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-08T16:04:33Z
Rdap Domain Last Changed
2026-01-31T02:21:23Z
Rdap Nameservers
Dns1.p08.nsone.netDns2.p08.nsone.netDns3.p08.nsone.netDns4.p08.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7097814
Trust Company Affiliate
No

People (3)

3
McCalley, Ryan, Scott
Direct Owner · 87.5%
7097814
Nicholas Andrew Barnett
Direct Owner · 17.5%
5258906
FIORE, VANESSA, EUGENIA
Executive Officer · 2.5%
5464687