SourcingSourcing

SAIPH CAPITAL, LLC

C49
CRD 312119·SEC 801-120196·WYCKOFF, NJ
AUM
$459.4M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAIPH CAPITAL, LLC
CRD
312119
SEC file #
801-120196
EIN
862052065
DBA names
—

Economics

AUM
$459.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$446.0M → $459.4M▲ +3%
Client mix
Individuals High Net Worth122
Individuals Other103

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
WYCKOFF NJ
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
x.com/saiphcapital

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SAXTON, PAUL, BRIAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SAXTON, PAUL, BRIAN
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
fallback_guess:saiph.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
302,763
Form 5500 Compensation Trajectory 3y
2025302,763
Form 5500 Plan Count Trajectory 3y
20258
Schedule C Total Compensation
302,763
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0002052658
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2025-02-11
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0002052658-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5826
Soi Zip Pct 200k Plus
0.3684
Soi Zip Returns 200k Plus
3,010
Soi Zip Total AGI
2,195,249
Fdic Zip Total Deposits
34,316,048,000
Fdic Zip Branch Count
359
Fdic Zip Top Banks
TD Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
244 EVERETT AVENUEWYCKOFF, NJ 07481
Business
244 EVERETT AVENUEWYCKOFF, NJ 07481
Edgar EIN
862052065
Edgar Recent Filings
13F-HR2026-05-12 · 0002052658-26-000003
13F-HR2026-02-12 · 0002052658-26-000002
Fdic Zip Branches Raw
Hudson City Savings BankWyckoff, NJ
Urban National BankWyckoff, NJ
Fdic Zip HHI
798.11
Fdic Zip Top Bank Share Pct
15.52
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI13,939
Returns1,450
Stub 2
AGI25,307
Returns680
Stub 3
AGI39,966
Returns650
Soi Zip Total Business Income
89,285
Soi Zip Total Cap Gains
190,433
Soi Zip Total Dividends
102,167
Soi Zip Total Returns
8,170
Top Owner CRD
4275511
Trust Company Affiliate
No

People (2)

2
SAXTON, PAUL, BRIAN
IAR · Direct Owner · 87.5%
4275511
ROBERT LYN CANZANI
IAR
4450771