SourcingSourcing

VIRTERA PARTNERS LLC

C49
CRD 308187·SEC 801-126022·PEPPER PIKE, OH
AUM
$451.8M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIRTERA PARTNERS LLC
CRD
308187
SEC file #
801-126022
EIN
881000283
DBA names
—

Economics

AUM
$451.8M
AUM band
$100M-$500M
AUM trajectory
'23'26
$127.0M → $451.8M▲ +256%
Client mix
Individuals High Net Worth15
Pooled Investment Vehicles6
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
4 advisors → 4 advisors▬ 0%
Primary office
PEPPER PIKE OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
virterapartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SLAIN, CHAYA, F
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SLAIN, CHAYA, F
THE ADELMAN FAMILY INVESTMENT
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
VIRTERAPARTNERS.COM
Rdap Domain Creation Date
2022-08-29T14:19:20Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001943440
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2022-08-22
Edgar Last Filing Date
2026-03-04
Edgar Form D Count
5
Edgar Form D Offerings
2026-03-042026-03-04 · 0001943440-26-000001
2025-08-012025-08-01 · 0001943440-25-000002
Edgar Former Names
AdCap Serenity Fund, LP

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab30
Jpmorgan14
E*trade4
Edgar Addresses
Mailing
30100 CHAGRIN BLVDSUITE 380PEPPER PIKE, OH 44124
Business
30100 CHAGRIN BLVDSUITE 380PEPPER PIKE, OH 44124
Edgar EIN
881000283
Edgar Recent Filings
D2026-03-04 · 0001943440-26-000001
D/A2025-08-01 · 0001943440-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-29T14:19:20Z
Rdap Domain Last Changed
2025-08-30T16:02:18Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3104229
Trust Company Affiliate
No

People (4)

4
SLAIN, CHAYA, F
IAR · Direct Owner · 62.5%
3104229
PENCE, TODD, DAVID
IAR · Executive Officer · 2.5%
7326522
MAYERFELD, YOEL, YITZCHAK
Executive Officer · 2.5%
2943018
Steven Thomas Francomacaro
IAR
8160859