SourcingSourcing

TYR CAPITAL ADVISORS, LLC

B51
CRD 326208·SEC 801-128032·OVERLAND PARK, KS
AUM
$244.1M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$732K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TYR CAPITAL ADVISORS, LLC
CRD
326208
SEC file #
801-128032
EIN
—
DBA names
—

Economics

AUM
$244.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$220.0M → $244.1M▲ +11%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
19
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
9 advisors → 9 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
overlandcapitalpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TYR ENERGY, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
TYR ENERGY, INC.
Herrold, Tracy, Jack
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
OVERLANDCAPITALPARTNERS.COM
Rdap Domain Creation Date
2020-07-27T20:40:42Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

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 (13)

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
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-07-27T20:40:42Z
Rdap Domain Last Changed
2025-07-28T12:32:04Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
Herrold, Tracy, Jack
Executive Officer · 2.5%
7727768
So, Tat Man, NMN
Executive Officer · 2.5%
7727770
Venteicher, Garrick, NMN
Executive Officer · 2.5%
7727764