SourcingSourcing

UNTITLED INVESTMENTS LP

C31
CRD 306357·SEC 801-118330·NEW YORK, NY
AUM
$574.0M
$500M-$1B
Est. Revenue
$5.7M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNTITLED INVESTMENTS LP
CRD
306357
SEC file #
801-118330
EIN
833279513
DBA names
—

Economics

AUM
$574.0M
AUM band
$500M-$1B
AUM trajectory
'21'26
$261.0M → $574.0M▲ +120%
Client mix
Pooled Investment Vehicles5
Other Investment Advisers1

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'21'26
4 advisors → 5 advisors▲ +25%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
untitledinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE FOX CHASE TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
THE FOX CHASE TRUST
CHANDRA, NEERAJ, SRINIVASAN
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
UNTITLEDINVESTMENTS.COM
Rdap Domain Creation Date
2018-10-29T20:47:59Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
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
0001808696
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000902664-26-002519

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
Morgan Stanley10
Goldman Sachs6
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
412 WEST 15TH STREET12TH FLOORNEW YORK, NY 10011
Business
412 WEST 15TH STREET12TH FLOORNEW YORK, NY 10011
Edgar EIN
833279513
Edgar Recent Filings
13F-HR2026-05-15 · 0000902664-26-002519
13F-HR2026-02-17 · 0000902664-26-001141
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-10-29T20:47:59Z
Rdap Domain Last Changed
2025-10-31T09:53:19Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
CHANDRA, NEERAJ, SRINIVASAN
Direct Owner · 37.5%
4690294
GERKE, ELIZABETH, ANN
Executive Officer · 2.5%
5340124