SourcingSourcing

EMBASSY ASSET MANAGEMENT LP

C12
CRD 314768·SEC 801-122393·SHORT HILLS, NJ
AUM
$774.0M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EMBASSY ASSET MANAGEMENT LP
CRD
314768
SEC file #
801-122393
EIN
413604937
DBA names
—

Economics

AUM
$774.0M
AUM band
$500M-$1B
AUM trajectory
'23'26
$27.8M → $774.0M▲ +2683%
Client mix
Investment Companies2
Pooled Investment Vehicles2

Operations

Employees (total)
11
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
2 advisors → 4 advisors▲ +100%
Primary office
SHORT HILLS NJ
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
embassyfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GURWITZ, ADAM, WESTON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
GURWITZ, ADAM, WESTON
KIDD, JOHN, DAVID
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
EMBASSYFUNDS.COM
Rdap Domain Creation Date
2020-09-30T23:22:57Z
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
0002110460
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-02-10
Edgar Last Filing Date
2026-02-10
Edgar Form D Count
1
Edgar Form D Offerings
2026-02-102026-02-10 · 0002110460-26-000001

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
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Jpmorgan5
E*trade4
Edgar Addresses
Mailing
1200 MORRIS TURNPIKESUITE 3005SHORT HILLS, NJ 07078
Business
1200 MORRIS TURNPIKESUITE 3005SHORT HILLS, NJ 07078
Edgar EIN
413604937
Edgar Recent Filings
D2026-02-10 · 0002110460-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-30T23:22:57Z
Rdap Domain Last Changed
2024-10-01T11:15:36Z
Rdap Nameservers
Ns-1179.awsdns-19.orgNs-169.awsdns-21.comNs-1726.awsdns-23.co.ukNs-933.awsdns-52.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4833621
Trust Company Affiliate
No

People (5)

5
ADAM WESTON GURWITZ
Direct Owner · 37.5%
4833621
JOHN DAVID KIDD
Direct Owner · 37.5%
5189435
BRADY-HAMM, KYLE, MATTHEW
Executive Officer · 2.5%
7348696
Stephen Patrick Connors
Executive Officer · 2.5%
7418153
Anthony E. Sherlag
IAR
7300388