CANNAE PORTFOLIO ADVISORS, LLC
C21
CRD 310606·SEC 801-119937·STAMFORD, CT
AUM
$859.4M
$500M-$1B
Est. Revenue
$8.6M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $2
'22 · $630.0M
'23 · $530.0M
'25 · $964.1M
'26 · $859.4M
'21'26
$2 → $859.4M▲ +42970467050%
Operations
Advisory staff (5-yr trend)
'21 · 7 advisors
'22 · 7 advisors
'23 · 8 advisors
'25 · 8 advisors
'26 · 8 advisors
'21'26
7 advisors → 8 advisors▲ +14%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-08-052025-08-05 · 0001998297-25-000003
2024-10-292024-10-29 · 0001998297-24-000003
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
UGLAND HOUSE, PO BOX 309GRAND CAYMAN, KY1-1104Cayman Islands
Business
UGLAND HOUSE, PO BOX 309GRAND CAYMAN, KY1-1104Cayman Islands
Edgar Recent Filings
D/A2025-08-05 · 0001998297-25-000003
D/A2024-10-29 · 0001998297-24-000003