SourcingSourcing

CROW'S NEST HOLDINGS LP

C38
CRD 316652·SEC 801-122625·RICHMOND, VA
AUM
$636.6M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROW'S NEST HOLDINGS LP
CRD
316652
SEC file #
801-122625
EIN
000000000
DBA names
—

Economics

AUM
$636.6M
AUM band
$500M-$1B
AUM trajectory
'22'26
$204.4M → $636.6M▲ +211%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow 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
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARRINGTON, JOHN, ALFORD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CARRINGTON, JOHN, ALFORD
JOHN ALFORD CARRINGTON 2021
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
0001893570
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2021-11-30
Edgar Last Filing Date
2025-11-26
Edgar Form D Count
5
Edgar Form D Offerings
2025-11-262025-11-26 · 0001893570-25-000002
2024-11-262024-11-26 · 0001893570-24-000001

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 Stanley9
Goldman Sachs6
E*trade4
Equity Trust2
Edgar Addresses
Mailing
C/O CROW'S NEST HOLDINGS LP5820 PATTERSON AVE, STE 202RICHMOND, VA 23226
Business
C/O CROW'S NEST HOLDINGS LP5820 PATTERSON AVE, STE 202RICHMOND, VA 23226
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-11-26 · 0001893570-25-000002
D/A2024-11-26 · 0001893570-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5563902
Trust Company Affiliate
No

People (2)

2
CARRINGTON, JOHN, ALFORD
Direct Owner · 87.5%
5563902
WEISS, MICHAEL, SCOTT
Executive Officer · 2.5%
4787404