SourcingSourcing

MANIFESTHQ ADVISORS LLC

C27
CRD 307739·SEC 801-118459·CHICAGO, IL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MANIFESTHQ ADVISORS LLC
CRD
307739
SEC file #
801-118459
EIN
—
DBA names
Manifest

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Corporations7

Operations

Employees (total)
12
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
3 advisors → 2 advisors▼ -33%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPension consultingSelection of other advisersPublication of periodicals
Fee basis
Fixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
manifestledger.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRIPATHI, ANURAAG, M.
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
TRIPATHI, ANURAAG, M.
LAKSHMANAN, MEENAKSHI CHITRA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MANIFESTLEDGER.COM
Rdap Domain Creation Date
2018-04-19T20:02:14Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
State Street3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-19T20:02:14Z
Rdap Domain Last Changed
2026-04-20T08:47:16Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient HoldClient Transfer Prohibited
Top Owner CRD
5735213
Trust Company Affiliate
No

People (5)

5
TRIPATHI, ANURAAG, M.
Direct Owner · 62.5%
5735213
LAKSHMANAN, MEENAKSHI CHITRA
Direct Owner · 37.5%
5200412
Yeh, Rick, Fang-Chi
Executive Officer · 2.5%
6880947
Jake C Henry Hoodack
IAR
8037516
John Gerard Ruane
IAR
7370596