SourcingSourcing

PRIMARK ADVISORS, LLC

C30
CRD 309653·SEC 801-119013·DENVER, CO
AUM
$371.6M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRIMARK ADVISORS, LLC
CRD
309653
SEC file #
801-119013
EIN
—
DBA names
—

Economics

AUM
$371.6M
AUM band
$100M-$500M
AUM trajectory
'21'26
$102K → $371.6M▲ +365206%
Client mix
Investment Companies1

Operations

Employees (total)
12
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
primarkcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRIMARK CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
PRIMARK CAPITAL LLC
BELL, MICHAEL, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PRIMARKCAPITAL.COM
Rdap Domain Creation Date
2009-12-02T19:16:53Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

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
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-02T19:16:53Z
Rdap Domain Last Changed
2025-12-03T18:03:44Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
MICHAEL A BELL
Executive Officer · 2.5%
4103989
ANTH, ELIZABETH, NMN
Executive Officer · 2.5%
2942037
MEKETA INVESTMENT GROUP INC
Executive Officer · 2.5%
110601