SourcingSourcing

KDHB V CAPITAL MANAGEMENT, LLC

B53
CRD 307182·SEC 801-121983·ATLANTA, GA
AUM
$54.8M
$25M-$100M
Est. Revenue
$548K
@ 1% on AUM
Est. EBITDA
$164K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KDHB V CAPITAL MANAGEMENT, LLC
CRD
307182
SEC file #
801-121983
EIN
473111207
DBA names
—

Economics

AUM
$54.8M
AUM band
$25M-$100M
AUM trajectory
'22'26
$46.4M → $54.8M▲ +18%
Client mix
Individuals High Net Worth2
Pooled Investment Vehicles1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FARR, DORSEY, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FARR, DORSEY, DAVID
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001636350
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2015-03-17
Edgar Last Filing Date
2026-01-15
Edgar Form D Count
12
Edgar Form D Offerings
2026-01-152026-01-15 · 0001636350-26-000001
2025-01-072025-01-07 · 0002039266-25-000003

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
Full
E*trade4
Interactive Brokers3
Edgar Addresses
Mailing
3955 N. IVY ROAD, NEATLANTA, GA 30342
Business
3955 N. IVY ROAD, NEATLANTA, GA 30342
Edgar EIN
473111207
Edgar Recent Filings
D/A2026-01-15 · 0001636350-26-000001
D/A2025-01-07 · 0002039266-25-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4773383
Trust Company Affiliate
No

People (1)

1
FARR, DORSEY, DAVID
Direct Owner · 87.5%
4773383