SourcingSourcing

MASTERTON CAPITAL MANAGEMENT, LP

C48
CRD 308917·SEC 801-118741·NEW YORK, NY
AUM
$293.1M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$879K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MASTERTON CAPITAL MANAGEMENT, LP
CRD
308917
SEC file #
801-118741
EIN
000000000
DBA names
—

Economics

AUM
$293.1M
AUM band
$100M-$500M
AUM trajectory
'21'26
$222.5M → $293.1M▲ +32%
Client mix
Pooled Investment Vehicles3

Operations

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

Custodian & Brokerage

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

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/masterton-capital-management-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MYKIJEWYCZ, STEPHEN, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MYKIJEWYCZ, STEPHEN, MICHAEL
AGRANOFF, DANIEL, MARK
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
fallback_guess:masterton.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001817143
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2020-07-10
Edgar Last Filing Date
2025-07-14
Edgar Form D Count
7
Edgar Form D Offerings
2025-07-142025-07-14 · 0000905148-25-002439
2024-07-122024-07-12 · 0001817143-24-000001

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
Full
Morgan Stanley7
E*trade4
Northern Trust2
Edgar Addresses
Mailing
1350 SIXTH AVENUE, 18TH FLOORNEW YORK, NY 13019
Business
1350 SIXTH AVENUE, 18TH FLOORNEW YORK, NY 13019
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-07-14 · 0000905148-25-002439
D/A2024-07-12 · 0001817143-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4581546
Trust Company Affiliate
No

People (2)

2
MYKIJEWYCZ, STEPHEN, MICHAEL
Direct Owner · 87.5%
4581546
AGRANOFF, DANIEL, MARK
Executive Officer · 2.5%
4676142