SourcingSourcing

DAVERN CAPITAL PARTNERS, LP

C34
CRD 323018·SEC 801-134155·NEW YORK, NY
AUM
$715.1M
$500M-$1B
Est. Revenue
$7.2M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$17.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAVERN CAPITAL PARTNERS, LP
CRD
323018
SEC file #
801-134155
EIN
000000000
DBA names
—

Economics

AUM
$715.1M
AUM band
$500M-$1B
AUM trajectory
'25'26
$57.5M → $715.1M▲ +1143%
Client mix
Pooled Investment Vehicles2
Sovereign Wealth Funds1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHALKDUST TORTURE LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CHALKDUST TORTURE LLC
BETH MOUNTAIN LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DAVERNCAPITAL.COM
Rdap Domain Creation Date
2022-05-13T00:18:36Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001962472
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2023-01-17
Edgar Last Filing Date
2026-01-20
Edgar Form D Count
4
Edgar Form D Offerings
2026-01-202026-01-20 · 0000905148-26-000254
2025-01-172025-01-17 · 0001962472-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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 Stanley8
Goldman Sachs6
E*trade4
Northern Trust2
Edgar Addresses
Mailing
900 3RD AVESUITE 201-4NEW YORK, NY 10022
Business
900 3RD AVESUITE 201-4NEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-20 · 0000905148-26-000254
D/A2025-01-17 · 0001962472-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-13T00:18:36Z
Rdap Domain Last Changed
2026-04-28T03:23:21Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
Yes

People (2)

2
KOBRIN, ELIE
Executive Officer · 2.5%
5378952
SCHANKLER, SUSANNA, BETH
Executive Officer · 2.5%
7688122