SourcingSourcing

THE QUARRY LP

C37
CRD 323449·SEC 801-128474·NEW YORK, NY
AUM
$1.01B
$1B+
Est. Revenue
$10.1M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$24.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE QUARRY LP
CRD
323449
SEC file #
801-128474
EIN
981677883
DBA names
—

Economics

AUM
$1.01B
AUM band
$1B+
AUM trajectory
'25'26
$702.5M → $1.01B▲ +43%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
11
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
4 advisors → 2 advisors▼ -50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/the-quarry-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BREMBERG, PETER, LAWRENCE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BREMBERG, PETER, LAWRENCE
KIRPALANI, TANVIR, J
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
fallback_guess:quarry.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001940861
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2022-09-14
Edgar Last Filing Date
2025-09-12
Edgar Form D Count
4
Edgar Form D Offerings
2025-09-122025-09-12 · 0000902664-25-004058
2024-09-132024-09-13 · 0000902664-24-005487

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
State Street8
Goldman Sachs6
E*trade4
Fidelity3
Edgar Addresses
Mailing
C/O THE QUARRY LP331 PARK AVENUE SOUTH, 3RD FLOORNEW YORK, NY 10010
Business
C/O OGIER GLOBAL (CAYMAN) LIMITED89 NEXUS WAYCAMANA BAY, GRAND CAYMAN, E9, KY1-9009
Edgar EIN
981677883
Edgar Recent Filings
D/A2025-09-12 · 0000902664-25-004058
D/A2024-09-13 · 0000902664-24-005487
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4979421
Trust Company Affiliate
No

People (2)

2
BREMBERG, PETER, LAWRENCE
Direct Owner · 87.5%
4979421
KIRPALANI, TANVIR, J
Executive Officer · 2.5%
6378355