SourcingSourcing

VALUESTREAM VENTURES

C14
CRD 308313·SEC 802-118538·DELRAY BEACH, FL
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VALUESTREAM VENTURES
CRD
308313
SEC file #
802-118538
EIN
000000000
DBA names
Valuestream Advisors LlcValuestream Ventures

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
DELRAY BEACH FL
Branches
Count1

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VALUESTREAM LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
VALUESTREAM LLC
ANTLE, KARL, D
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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
0001714907
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-08-24
Edgar Last Filing Date
2017-08-24
Edgar Form D Count
1
Edgar Form D Offerings
2017-08-242017-08-24 · 0001714907-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Jpmorgan10
Morgan Stanley6
Edgar Addresses
Mailing
460 PARK AVENUE SOUTH, 12TH FLOORNEW YORK, NY 10016
Business
460 PARK AVENUE SOUTH, 12TH FLOORNEW YORK, NY 10016
Edgar EIN
000000000
Edgar Recent Filings
D2017-08-24 · 0001714907-17-000001

People (3)

3
ANTLE, KARL, D
Executive Officer · 2.5%
5886754
ELWELL, JOSHUA
Executive Officer · 2.5%
7242649
NEUFELD, GREGORY
Executive Officer · 2.5%
7242652