SourcingSourcing

LAB QUANTITATIVE STRATEGIES, LLC

C21
CRD 312409·SEC 801-120394·DENVER, CO
AUM
$1.57B
$1B+
Est. Revenue
$15.7M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$37.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LAB QUANTITATIVE STRATEGIES, LLC
CRD
312409
SEC file #
801-120394
EIN
392120391
DBA names
—

Economics

AUM
$1.57B
AUM band
$1B+
AUM trajectory
'22'26
$720.0M → $1.57B▲ +118%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
23
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'22'26
6 advisors → 12 advisors▲ +100%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
lab-qs.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEER CREEK CAPITAL PARTNERS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
DEER CREEK CAPITAL PARTNERS LLC
BUSH, KEVIN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LAB-QS.COM
Rdap Domain Creation Date
2019-08-18T17:48:42Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002074106
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-06-30
Edgar Last Filing Date
2025-06-30
Edgar Form D Count
1
Edgar Form D Offerings
2025-06-302025-06-30 · 0002074106-25-000001

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
Goldman Sachs12
Morgan Stanley9
Northern Trust6
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
1401 LAWRENCE STREETSUITE 1910DENVER, CO 80202
Business
1401 LAWRENCE STREETSUITE 1910DENVER, CO 80202
Edgar EIN
392120391
Edgar Recent Filings
D2025-06-30 · 0002074106-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-18T17:48:42Z
Rdap Domain Last Changed
2025-08-03T20:43:51Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.ca
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
124543
Trust Company Affiliate
No

People (6)

6
DEER CREEK CAPITAL PARTNERS LLC
Direct Owner · 87.5%
124543
KEVIN MICHAEL BUSH
Executive Officer · 2.5%
6061020
CARPINELLO, LESA, SUE
Executive Officer · 2.5%
1282079
TRENT EDWARD MAY
Executive Officer · 2.5%
1511580
MCCARTHY, SHANE, PATRICK
Executive Officer · 2.5%
3269160
SMALL, WILLIAM, MICHAEL
Executive Officer · 2.5%
5019652