SourcingSourcing

ALUA CAPITAL MANAGEMENT LP

C28
CRD 310536·SEC 801-119652·NEW YORK, NY
AUM
$3.02B
$1B+
Est. Revenue
$30.2M
@ 1% on AUM
Est. EBITDA
$9.1M
@ 30% margin
Est. Deal Value
$72.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALUA CAPITAL MANAGEMENT LP
CRD
310536
SEC file #
801-119652
EIN
000000000
DBA names
—

Economics

AUM
$3.02B
AUM band
$1B+
AUM trajectory
'22'26
$2.56B → $3.02B▲ +18%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
21
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'21'26
5 advisors → 10 advisors▲ +100%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
aluacapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PURCELL, THOMAS, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
PURCELL, THOMAS, WILLIAM
TABLADA, MARCO, AURELIO
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
ALUACAPITAL.COM
Rdap Domain Creation Date
2020-01-08T14:54:19Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001827275
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2020-10-08
Edgar Last Filing Date
2025-10-03
Edgar Form D Count
6
Edgar Form D Offerings
2025-10-032025-10-03 · 0000902664-25-004270
2024-10-042024-10-04 · 0000902664-24-005690

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Northern Trust8
Morgan Stanley7
E*trade4
Goldman Sachs2
Fidelity1
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Business
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-10-03 · 0000902664-25-004270
D/A2024-10-04 · 0000902664-24-005690
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-08T14:54:19Z
Rdap Domain Last Changed
2026-01-09T17:32:28Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2650120
Trust Company Affiliate
No

People (5)

5
PURCELL, THOMAS, WILLIAM
Direct Owner · 62.5%
2650120
TABLADA, MARCO, AURELIO
Direct Owner · 62.5%
6009493
Elliott, Christopher, Tate
Executive Officer · 2.5%
7288193
MULDERRY, PETER, MICHAEL
Executive Officer · 2.5%
1627298
THOMPSON, CARLTON, EDWARD
Executive Officer · 2.5%
4749811