SourcingSourcing

TENERE CAPITAL, LLC

C44
CRD 312441·SEC 801-121490·NEW YORK, NY
AUM
$241.1M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$723K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TENERE CAPITAL, LLC
CRD
312441
SEC file #
801-121490
EIN
853258280
DBA names
—

Economics

AUM
$241.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$203.3M → $241.1M▲ +19%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
tenerecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BENEL, DANIEL, SHALOM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BENEL, DANIEL, SHALOM
BOURKOFF, ARYEH, BENJAMIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
TENERECAPITAL.COM
Rdap Domain Creation Date
2020-04-27T14:28:27Z
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
0001849517
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001849517-26-000003

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
Morgan Stanley6
Northern Trust4
E*trade4
Edgar Addresses
Mailing
256 W. 14TH ST.9TH FLOORNEW YORK, NY 10011
Business
256 W. 14TH ST.9TH FLOORNEW YORK, NY 10011
Edgar EIN
853258280
Edgar Recent Filings
13F-HR2026-05-15 · 0001849517-26-000003
13F-HR2026-02-17 · 0001849517-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-27T14:28:27Z
Rdap Domain Last Changed
2025-04-28T12:32:43Z
Rdap Nameservers
A1-137.akam.netA10-67.akam.netA14-64.akam.netA3-64.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7335474
Trust Company Affiliate
Yes

People (3)

3
BENEL, DANIEL, SHALOM
Direct Owner · 62.5%
7335474
ARYEH BENJAMIN BOURKOFF
Direct Owner · 17.5%
2684739
SARRETT, JEFFREY, EVAN
Executive Officer · 2.5%
2419554