SourcingSourcing

MSA ADVISORS, LLC

C30
CRD 305170·SEC 801-117239·SANTA MONICA, CA
AUM
$9.65B
$1B+
Est. Revenue
$96.5M
@ 1% on AUM
Est. EBITDA
$28.9M
@ 30% margin
Est. Deal Value
$231.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MSA ADVISORS, LLC
CRD
305170
SEC file #
801-117239
EIN
000000000
DBA names
Main Street Advisors

Economics

AUM
$9.65B
AUM band
$1B+
AUM trajectory
'20'26
$4.78B → $9.65B▲ +102%
Client mix
Individuals High Net Worth68
Pooled Investment Vehicles6

Operations

Employees (total)
34
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
12 advisors → 17 advisors▲ +42%
Primary office
SANTA MONICA CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/mainstreetadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MSA ADVISORS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
MSA ADVISORS, LP
MISTY MOUNTAIN HOP AGGREGATOR
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
fallback_guess:msa.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
45
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001872165
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2021-07-19
Edgar Last Filing Date
2022-07-07
Edgar Form D Count
2
Edgar Form D Offerings
2022-07-072022-07-07 · 0001872165-22-000001
2021-07-192021-07-19 · 0001872165-21-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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 Sachs18
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
3110 MAIN STREETSUITE 310SANTA MONICA, CA 90405
Business
3110 MAIN STREETSUITE 310SANTA MONICA, CA 90405
Edgar EIN
000000000
Edgar Recent Filings
D/A2022-07-07 · 0001872165-22-000001
D2021-07-19 · 0001872165-21-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (6)

6
BANIAN, CHRISTINE, DANIELA
Executive Officer · 2.5%
4213420
FILLO, CHRISTOPHER, MARK
Executive Officer · 2.5%
2258454
POTTS, JAMES, BERTRUM
Executive Officer · 2.5%
6411792
ROSEN, TODD, JEFFREY
Executive Officer · 2.5%
7090551
SZUCH, JEREMY, BRIAN
Executive Officer · 2.5%
5554734
WACHTER, PAUL, DAVID
Executive Officer · 2.5%
2183412