SourcingSourcing

DARDANELLES CAPITAL LP

C45
CRD 323067·SEC 801-134260·BOSTON, MA
AUM
$114.2M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$343K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DARDANELLES CAPITAL LP
CRD
323067
SEC file #
801-134260
EIN
—
DBA names
—

Economics

AUM
$114.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$83.0M → $114.2M▲ +38%
Client mix
Pooled Investment Vehicles1

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/dardanelles-capital-lp/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Brown, Derek, Kristopher
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Brown, Derek, Kristopher
SHOREY, STEPHEN, EDWARD
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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Morgan Stanley3
Jpmorgan2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7619262
Trust Company Affiliate
Yes

People (2)

2
Brown, Derek, Kristopher
Direct Owner · 87.5%
7619262
SHOREY, STEPHEN, EDWARD
Executive Officer · 2.5%
6023713