SourcingSourcing

GHISALLO CAPITAL MANAGEMENT LLC

C22
CRD 309856·SEC 801-119233·BOSTON, MA
AUM
$4.89B
$1B+
Est. Revenue
$48.9M
@ 1% on AUM
Est. EBITDA
$14.7M
@ 30% margin
Est. Deal Value
$117.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GHISALLO CAPITAL MANAGEMENT LLC
CRD
309856
SEC file #
801-119233
EIN
850621394
DBA names
—

Economics

AUM
$4.89B
AUM band
$1B+
AUM trajectory
'21'26
$927.3M → $4.89B▲ +427%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
39
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'21'26
1 advisors → 23 advisors▲ +2200%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/ghisallo-capital-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GHISALLO GROUP LP
Top Owner Pct
87.5
Owner Count
4
Control Persons
GHISALLO GROUP LP
ELIASON, PAULA, ALEXANDRA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:ghisallo.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001825214
Edgar Registered
Yes
Edgar Filing Count
31
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002270

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
Morgan Stanley8
Northern Trust4
Bny Mellon4
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
240 NEWBURY STREET, 2ND FLOORBOSTON, MA 02116
Business
240 NEWBURY STREET, 2ND FLOORBOSTON, MA 02116
Edgar EIN
850621394
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002270
SCHEDULE 13G2026-05-12 · 0000902664-26-002388
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
ELIASON, PAULA, ALEXANDRA
Executive Officer · 2.5%
8130691
GERMINO, MICHAEL, WALTER
Executive Officer · 2.5%
4135440
REICH, ADAM, THOMAS
Executive Officer · 2.5%
8233831