SourcingSourcing

UNCOMMON EQUITY LLC

A66
CRD 314936·SEC 801-130777·CHICAGO, IL
AUM
$198.8M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$596K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNCOMMON EQUITY LLC
CRD
314936
SEC file #
801-130777
EIN
—
DBA names
—

Economics

AUM
$198.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$223.4M → $198.8M▼ -11%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow 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
linkedin.com/company/uncommonequityllc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIPP, DANIEL, JORDAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KIPP, DANIEL, JORDAN
ARNOTT, LAURA, JEAN
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

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:uncommonequity.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1379802
Trust Company Affiliate
No

People (4)

4
DANIEL JORDAN KIPP
Direct Owner · 87.5%
1379802
ARNOTT, LAURA, JEAN
Executive Officer · 2.5%
4980881
Tibshrany, Allen
Executive Officer · 2.5%
7393996
Holroyd, Mark
Executive Officer · 2.5%
7393993