SourcingSourcing

DELLORA INVESTMENTS LP

C48
CRD 310885·SEC 801-134957·GREENWICH, CT
AUM
$148.4M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$445K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DELLORA INVESTMENTS LP
CRD
310885
SEC file #
801-134957
EIN
981646646
DBA names
—

Economics

AUM
$148.4M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
dellora.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PYUN, KEVIN, JASON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PYUN, KEVIN, JASON
DELLORA INVESTMENTS GP LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
DELLORA.COM
Rdap Domain Creation Date
2020-02-05T03:10:54Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001917923
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2022-03-22
Edgar Last Filing Date
2026-03-05
Edgar Form D Count
5
Edgar Form D Offerings
2026-03-052026-03-05 · 0001917923-26-000003
2025-03-062025-03-06 · 0001917923-25-000001

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
Jpmorgan4
E*trade4
Northern Trust2
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDPO BOX 309, UGLAND HOUSEGRAND CAYMAN, E9 06830
Business
C/O MAPLES CORPORATE SERVICES LIMITEDPO BOX 309, UGLAND HOUSEGRAND CAYMAN, E9 06830
Edgar EIN
981646646
Edgar Recent Filings
D/A2026-03-05 · 0001917923-26-000003
D/A2025-03-06 · 0001917923-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-05T03:10:54Z
Rdap Domain Last Changed
2026-01-20T08:38:02Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4854223
Trust Company Affiliate
No

People (2)

2
PYUN, KEVIN, JASON
Direct Owner · 87.5%
4854223
PARK, JAE, PIL
Executive Officer · 2.5%
5920408