SourcingSourcing

ORVIETO PARTNERS, L.P.

B60
CRD 313475·SEC 801-130730·BOSTON, MA
AUM
$179.6M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$539K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ORVIETO PARTNERS, L.P.
CRD
313475
SEC file #
801-130730
EIN
861478666
DBA names
—

Economics

AUM
$179.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$204.5M → $179.6M▼ -12%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TUCKER, MICHAEL, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
TUCKER, MICHAEL, JAMES
CAFFREY, TIMOTHY, GARRETT
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002052484
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0002052484-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
E*trade4
Edgar Addresses
Mailing
21 CUSTOM HOUSE STSUITE 910BOSTON, MA 02110
Business
21 CUSTOM HOUSE STSUITE 910BOSTON, MA 02110
Edgar EIN
861478666
Edgar Recent Filings
13F-HR2026-05-14 · 0002052484-26-000002
13F-HR2026-02-12 · 0002052484-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2683262
Trust Company Affiliate
Yes

People (3)

3
TUCKER, MICHAEL, JAMES
Direct Owner · 87.5%
2683262
CAFFREY, TIMOTHY, GARRETT
Direct Owner · 17.5%
2189345
GIOVANNELLI, LISA, MARIE
Executive Officer · 2.5%
4420569