SourcingSourcing

ARCTOS PARTNERS, LP

C26
CRD 307116·SEC 801-118024·DALLAS, TX
AUM
$18.22B
$1B+
Est. Revenue
$182.2M
@ 1% on AUM
Est. EBITDA
$54.7M
@ 30% margin
Est. Deal Value
$437.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARCTOS PARTNERS, LP
CRD
307116
SEC file #
801-118024
EIN
—
DBA names
Arctos Partners

Economics

AUM
$18.22B
AUM band
$1B+
AUM trajectory
'21'26
$420.8M → $18.22B▲ +4230%
Client mix
Pooled Investment Vehicles55

Operations

Employees (total)
77
Advisory staff (per ADV)
70
Advisory staff (5-yr trend)
'21'26
8 advisors → 70 advisors▲ +775%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium 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
linkedin.com/company/arctospartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARCTOS MANAGEMENT HOLDINGS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ARCTOS MANAGEMENT HOLDINGS,
ARCTOS MANAGEMENT COMPANY, LLC
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:arctos.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
322
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Folio Institutional1
Full
Jpmorgan114
E*trade4
Goldman Sachs2
Morgan Stanley1
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
BELSLEY, MICHAEL, DAVID
Executive Officer · 2.5%
7893095
CHARLES, IAN, HUNTER
Executive Officer · 2.5%
4602704
NASR, JOSEPH, SUHAYL
Executive Officer · 2.5%
8243258
O'CONNOR, DAVID, JUSTIN
Executive Officer · 2.5%
7269882
VEDRO, JOHN, BARNEY
Executive Officer · 2.5%
6909976