SourcingSourcing

ATTINGER, LLC

B57
CRD 311772·SEC 801-119984·PHILADELPHIA, PA
AUM
$394.5M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATTINGER, LLC
CRD
311772
SEC file #
801-119984
EIN
332036096
DBA names
—

Economics

AUM
$394.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$563.0M → $394.5M▼ -30%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
attingerllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GORRILLA, ADELE, NEUMANN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GORRILLA, ADELE, NEUMANN
DISANTO, DANIEL, JOSEPH
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
ATTINGERLLC.COM
Rdap Domain Creation Date
2020-10-28T00:37:31Z
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
0002060322
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-03-13
Edgar Last Filing Date
2026-03-12
Edgar Form D Count
2
Edgar Form D Offerings
2026-03-122026-03-12 · 0002060322-26-000001
2025-03-132025-03-13 · 0002060322-25-000001

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
Charles Schwab18
Jpmorgan14
E*trade4
Edgar Addresses
Mailing
1325 N BEACH STUNIT 203PHILADELPHIA, PA 19125
Business
1325 N BEACH STUNIT 203PHILADELPHIA, PA 19125
Edgar EIN
332036096
Edgar Recent Filings
D/A2026-03-12 · 0002060322-26-000001
D2025-03-13 · 0002060322-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-28T00:37:31Z
Rdap Domain Last Changed
2024-10-28T11:55:22Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2909532
Trust Company Affiliate
Yes

People (2)

2
GORRILLA, ADELE, NEUMANN
Direct Owner · 87.5%
2909532
DISANTO, DANIEL, JOSEPH
Executive Officer · 2.5%
5756406