SourcingSourcing

PAVE, LLC

C13
CRD 316172·SEC 801-122231·NEW YORK, NY
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PAVE, LLC
CRD
316172
SEC file #
801-122231
EIN
334058341
DBA names
Pave Finance, Inc.Pave, Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EPI HOLDING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
EPI HOLDING, LLC
CEVAER-COREY, PASCAL, YVES
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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
0002062871
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-03-20
Edgar Last Filing Date
2025-03-20
Edgar Form D Count
1
Edgar Form D Offerings
2025-03-202025-03-20 · 0002062871-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Edgar Addresses
Mailing
4096 TREELINE DRIVEBETTENDORF, IA 52722
Business
4096 TREELINE DRIVEBETTENDORF, IA 52722
Edgar EIN
334058341
Edgar Recent Filings
D2025-03-20 · 0002062871-25-000001

People (2)

2
CEVAER-COREY, PASCAL, YVES
Executive Officer · 2.5%
7421472
EVANS, STEPHEN, EDWIN
Executive Officer · 2.5%
2096178