SourcingSourcing

PARE PARTNERS LLC

B55
CRD 309242·SEC 801-128523·MIAMI, FL
AUM
$66.9M
$25M-$100M
Est. Revenue
$669K
@ 1% on AUM
Est. EBITDA
$201K
@ 30% margin
Est. Deal Value
$1.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARE PARTNERS LLC
CRD
309242
SEC file #
801-128523
EIN
—
DBA names
Pare Partners Llc

Economics

AUM
$66.9M
AUM band
$25M-$100M
AUM trajectory
'25'26
$61.4M → $66.9M▲ +9%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
20
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
MIAMI FL
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow 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
peninsulainvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADEP LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ADEP LLC
DALEGA HOLDING LLC
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
PENINSULAINVESTMENTS.COM
Rdap Domain Creation Date
2006-06-22T13:55:52Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
321
Form 5500 Compensation Trajectory 3y
20240
20250
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-22T13:55:52Z
Rdap Domain Last Changed
2024-05-23T07:24:33Z
Rdap Nameservers
Ns1.nube.com.uyNs2.nube.com.uy
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
RODRIGUEZ, CECILIA, ALEJANDRA
Executive Officer · 2.5%
7890961
SOLARI VILLAR, MARIA FERNANDA
Executive Officer · 2.5%
7780256
TARABAL VILLA, GASTON
Executive Officer · 2.5%
7776404
VALDIVIESO, JUAN, FERNANDO
Executive Officer · 2.5%
7256469