SourcingSourcing

CONVERSANT CAPITAL LLC

C21
CRD 308201·SEC 801-119816·SUMMIT, NJ
AUM
$3.12B
$1B+
Est. Revenue
$31.2M
@ 1% on AUM
Est. EBITDA
$9.3M
@ 30% margin
Est. Deal Value
$74.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONVERSANT CAPITAL LLC
CRD
308201
SEC file #
801-119816
EIN
000000000
DBA names
—

Economics

AUM
$3.12B
AUM band
$1B+
AUM trajectory
'21'26
$74.7M → $3.12B▲ +4069%
Client mix
Pooled Investment Vehicles24

Operations

Employees (total)
19
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'21'26
5 advisors → 9 advisors▲ +80%
Primary office
SUMMIT NJ
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMANOVSKY, MICHAEL, JONATHAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SIMANOVSKY, MICHAEL, JONATHAN
DANIELS, BRYANT, ANTHONY
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CONVERSANTCAP.COM
Rdap Domain Creation Date
2020-09-29T22:05:24Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
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
0001842366
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2021-01-29
Edgar Last Filing Date
2021-01-29
Edgar Form D Count
1
Edgar Form D Offerings
2021-01-292021-01-29 · 0001842366-21-000001

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan21
Morgan Stanley9
E*trade4
Goldman Sachs2
Edgar Addresses
Mailing
C/O CONVERSANT CAPITAL LLC90 PARK AVENUE, 32ND FLOORNEW YORK, NY 10016
Business
C/O CONVERSANT CAPITAL LLC90 PARK AVENUE, 32ND FLOORNEW YORK, NY 10016
Edgar EIN
000000000
Edgar Recent Filings
D2021-01-29 · 0001842366-21-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-29T22:05:24Z
Rdap Domain Last Changed
2022-11-19T00:24:35Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5207934
Trust Company Affiliate
No

People (4)

4
SIMANOVSKY, MICHAEL, JONATHAN
Direct Owner · 87.5%
5207934
DANIELS, BRYANT, ANTHONY
Executive Officer · 2.5%
7886601
DUMAINE, PAUL, HENRY
Executive Officer · 2.5%
7003196
JASON LAWRENCE RUBIN
Executive Officer · 2.5%
5020579