SourcingSourcing

ARDAN EQUITY PARTNERS, LLC

C34
CRD 312470·SEC 801-130762·MIAMI, FL
AUM
$441.4M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARDAN EQUITY PARTNERS, LLC
CRD
312470
SEC file #
801-130762
EIN
000000000
DBA names
—

Economics

AUM
$441.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$254.0M → $441.4M▲ +74%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
MIAMI FL
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
linkedin.com/company/ardanequity(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MICHAEL WEINTRAUB 2007
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MICHAEL WEINTRAUB 2007
NOAH LEWIS REVOCABLE TRUST
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
fallback_guess:ardanequity.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002035556
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-08-28
Edgar Last Filing Date
2024-11-01
Edgar Form D Count
2
Edgar Form D Offerings
2024-11-012024-11-01 · 0002035556-24-000003
2024-08-282024-08-28 · 0002035556-24-000001
Edgar Former Names
Ardan TacOpps II, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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 Sachs28
Jpmorgan20
E*trade4
Edgar Addresses
Mailing
340 ROYAL POINCIANA WAYSUITE 317-346PALM BEACH, FL 33480
Business
340 ROYAL POINCIANA WAYSUITE 317-346PALM BEACH, FL 33480
Edgar EIN
000000000
Edgar Recent Filings
D/A2024-11-01 · 0002035556-24-000003
D2024-08-28 · 0002035556-24-000001
Firm Has Custody
Yes
Mailing Office Differs
Yes
Trust Company Affiliate
No

People (2)

2
LEWIS, NOAH
Executive Officer · 2.5%
7329548
WEINTRAUB, MICHAEL
Executive Officer · 2.5%
7329551