SourcingSourcing

ADAMO CAPITAL FAMILY OFFICE LLC

C16
CRD 315653·SEC 801-123712·MIAMI, FL
AUM
$1.12B
$1B+
Est. Revenue
$11.2M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADAMO CAPITAL FAMILY OFFICE LLC
CRD
315653
SEC file #
801-123712
EIN
—
DBA names
Founders Family Office

Economics

AUM
$1.12B
AUM band
$1B+
AUM trajectory
'23'26
$297.0M → $1.12B▲ +276%
Client mix
Individuals High Net Worth8

Operations

Employees (total)
17
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'23'26
2 advisors → 7 advisors▲ +250%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/adamo-capital/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUTIERREZ ZALDIVAR, SANTIAGO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GUTIERREZ ZALDIVAR, SANTIAGO
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
social_url_excluded:linkedin.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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Goldman Sachs4
E*trade4
Morgan Stanley3
Jpmorgan2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6547080
Trust Company Affiliate
No

People (4)

4
GUTIERREZ ZALDIVAR, SANTIAGO
IAR · Direct Owner · 87.5%
6547080
Ricardo A Aylagas
IAR
6783568
MARTIN NMN ZEMBORAIN
IAR
8226787
Francisco J Diaz
IAR
6448907