DISTRIBUTED GLOBAL MANAGER LP

C45
CRD 309673·SEC 801-121902·AUSTIN, TX
AUM
$902.7M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DISTRIBUTED GLOBAL MANAGER LP
CRD
309673
SEC file #
801-121902
EIN
000000000
DBA names

Economics

AUM
$902.7M
AUM band
$500M-$1B
AUM trajectory
'22'26
$1.22B → $902.7M▼ -26%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
12
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
3 advisors → 5 advisors▲ +67%
Primary office
AUSTIN TX
Branches

Custodian & Brokerage

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

Filings

Latest ADV filing
04/28/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DG MANAGEMENT HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
DG MANAGEMENT HOLDINGS LLC
ALFRED, RYAN, SHAUGHNESSY
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
fallback_guess:distributedglobal.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001751476
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2018-09-24
Edgar Last Filing Date
2020-09-25
Edgar Form D Count
3
Edgar Form D Offerings
2020-09-252020-09-25 · 0001751476-20-000004
2019-09-252019-09-25 · 0001751476-19-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Interactive Brokers3
Edgar Addresses
Mailing
C/O HARNEYS FIDUCIARY (CAYMAN) LIMITEDFL 4, HARBOUR PL, 103 S CHURCH ST #10240GRAND CAYMAN, E9, KY1-1102
Business
C/O HARNEYS FIDUCIARY (CAYMAN) LIMITEDFL 4, HARBOUR PL, 103 S CHURCH ST #10240GRAND CAYMAN, E9, KY1-1102
Edgar EIN
000000000
Edgar Recent Filings
D/A2020-09-25 · 0001751476-20-000004
D/A2019-09-25 · 0001751476-19-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No