SourcingSourcing

CANDELO CAPITAL MANAGEMENT LP

B60
CRD 307389·SEC 801-130805·NEW YORK, NY
AUM
$178.1M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$534K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CANDELO CAPITAL MANAGEMENT LP
CRD
307389
SEC file #
801-130805
EIN
000000000
DBA names
—

Economics

AUM
$178.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$251.8M → $178.1M▼ -29%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/23/2026
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
MCMONAGLE, JOHN, CORMAC
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCMONAGLE, JOHN, CORMAC
CANDELO CAPITAL MANAGEMENT GP LLC
Solo Advisor Indicator
No
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
0001795064
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2019-11-29
Edgar Last Filing Date
2026-01-20
Edgar Form D Count
5
Edgar Form D Offerings
2026-01-202026-01-20 · 0001493152-26-002722
2025-01-172025-01-17 · 0001493152-25-002651

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
Window
Morgan Stanley3
Full
Morgan Stanley8
Goldman Sachs6
E*trade4
Edgar Addresses
Mailing
C/O CANDELO CAPITAL MANAGEMENT LP400 MADISON AVENUE, SUITE 10ANEW YORK, NY 10017
Business
C/O CANDELO CAPITAL MANAGEMENT LP400 MADISON AVENUE, SUITE 10ANEW YORK, NY 10017
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-20 · 0001493152-26-002722
D/A2025-01-17 · 0001493152-25-002651
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7222713
Trust Company Affiliate
No

People (2)

2
MCMONAGLE, JOHN, CORMAC
Direct Owner · 87.5%
7222713
LEE, ALEX, YUANHUA
Executive Officer · 2.5%
7415611