Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
UNOFFICIAL MANAGEMENT, INC.
Economics
AUM trajectory
'23'26
$649.0M → $729.2M▲ +12%
Client mix
| Pooled Investment Vehicles | 8 |
Operations
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
9 advisors → 5 advisors▼ -44%
Primary office
NEW YORK NY
Custodian & Brokerage
Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees
Filings
Latest ADV filing
03/30/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
Walden, Jesse, Daniel
Control Persons
Walden, Jesse, Daniel
Shough, Caleb
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Wayback Last Material Change
2026-04-30T21:29:38.000Z
Wayback Snapshot Count
196
Wayback Snapshots Last 12mo
34
Wayback First Snapshot
2000-10-27T22:21:12.000Z
Wayback Last Snapshot
2026-04-30T21:29:38.000Z
Rdap Domain Creation Date
1999-03-04T05:00:00Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Participants
57
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Service Provider Rows
1
SEC EDGAR
Edgar First Filing Date
2019-10-10
Edgar Last Filing Date
2021-11-17
Edgar Form D Offerings
2021-11-172021-11-17 · 0001790599-21-000003
2021-11-042021-11-04 · 0001790599-21-000002
Local market & wealth
Rank targets by how wealthy the local market is
Census Median Hh Income
126,890
Census High Income Households
3,660
Census Pop 65 66 Total
514
Census Total Households
11,529
Census NAICS 523930 Count
5
Fdic Zip Total Deposits
56,767,661,000
Fdic Zip Top Banks
Citibank, National Association
JPMorgan Chase Bank, National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (30)
Everything else we've pulled for this record, not yet curated into a section.
Census Bachelors Plus Count
8,292
Census Median Home Value
1,455,300
Census NAICS 523930 Employees
0
Census Unemployed Count
743
Edgar Addresses
Mailing1616 EASTLAKE AVE E, SUITE 208SEATTLE, WA 98102
Business1616 EASTLAKE AVE E, SUITE 208SEATTLE, WA 98102
Edgar Recent Filings
D/A2021-11-17 · 0001790599-21-000003
D2021-11-04 · 0001790599-21-000002
Fdic Zip Branches Raw
River Bank AmericaNew York City, NY
Marine Midland BankNew York City, NY
Fdic Zip Top Bank Share Pct
28.34
Rdap Domain Expiration Date
2033-03-04T05:00:00Z
Rdap Domain Last Changed
2026-02-04T02:15:05Z
Rdap Nameservers
Ns-1243.awsdns-27.orgNs-1645.awsdns-13.co.ukNs-303.awsdns-37.comNs-654.awsdns-17.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
Wayback Avg Days Between Changes
150.3
Wayback Closest Snapshot Ts
2026-04-30T21:29:38.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260430212938/https://variant.com/
Wayback Distinct Digest Count
63
