SourcingSourcing

EPILOG PARTNERS, LP.

B63
CRD 325368·SEC 801-134702·BOSTON, MA
AUM
$181.6M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$545K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EPILOG PARTNERS, LP.
CRD
325368
SEC file #
801-134702
EIN
—
DBA names
—

Economics

AUM
$181.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$178.5M → $181.6M▲ +2%
Client mix
Pooled Investment Vehicles2

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
linkedin.com/company/epilog-partners/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EPILOG PARTNERS GP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
EPILOG PARTNERS GP, LLC
KENSINGTON PERMANENT VALUE,
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
fallback_guess:epilog.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
287
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5806
Soi Zip Pct 200k Plus
0.3629
Soi Zip Returns 200k Plus
900
Soi Zip Total AGI
2,154,860
Census Median Hh Income
170,379
Census High Income Households
901
Census Median Age
38.7
Census Pop 65 66 Total
89
Census Total Households
2002
Census NAICS 523930 Count
10
Fdic Zip Total Deposits
232,974,831,000
Fdic Zip Branch Count
443
Fdic Zip Top Banks
The Bank of New York Mellon
Mellon Trust of New England, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Census Bachelors Plus Count
960
Census Median Home Value
1,673,800
Census NAICS 523930 Employees
0
Census Unemployed Count
232
Census Zip
02108
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
USTrustBoston, MA
United States Trust CompanyBoston, MA
Fdic Zip HHI
1708.44
Fdic Zip Top Bank Share Pct
30.55
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,793
Returns330
Stub 2
AGI8,821
Returns240
Stub 3
AGI16,219
Returns260
Soi Zip Total Business Income
76,624
Soi Zip Total Cap Gains
503,989
Soi Zip Total Dividends
237,294
Soi Zip Total Returns
2,480
Trust Company Affiliate
No

People (1)

1
Price, Christopher, David
Executive Officer · 2.5%
7384123