SourcingSourcing

AVIDITY PARTNERS MANAGEMENT LP

C40
CRD 304628·SEC 801-118809·DALLAS, TX
AUM
$1.06B
$1B+
Est. Revenue
$10.6M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVIDITY PARTNERS MANAGEMENT LP
CRD
304628
SEC file #
801-118809
EIN
000000000
DBA names
—

Economics

AUM
$1.06B
AUM band
$1B+
AUM trajectory
'21'26
$1.17B → $1.06B▼ -9%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'21'26
7 advisors → 7 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/avidity-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREGORY, MICHAEL, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
GREGORY, MICHAEL, DAVID
GREGORY AVIDITY TRUST
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
fallback_guess:avidity.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001791827
Edgar Registered
Yes
Edgar Filing Count
150
Edgar First Filing Date
2020-02-14
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
28
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001791827-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Window
E*trade1
Full
Goldman Sachs18
Morgan Stanley18
Northern Trust6
E*trade5
Edgar Addresses
Mailing
2828 N HARWOOD STREETSUITE 1220DALLAS, TX 75201
Business
2828 N HARWOOD STREETSUITE 1220DALLAS, TX 75201
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-13 · 0001791827-26-000003
SCHEDULE 13G/A2026-05-12 · 0000919574-26-002869
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5181737
Trust Company Affiliate
Yes

People (2)

2
MICHAEL DAVID GREGORY
Direct Owner · 87.5%
5181737
SANTIAGO, JOSE, ANTONIO
Executive Officer · 2.5%
3275087