SourcingSourcing

DOUBLE DUTY MONEY MANAGEMENT LLC

C46
CRD 326792·SEC 801-128084·NEW YORK, NY
AUM
$83.7M
$25M-$100M
Est. Revenue
$837K
@ 1% on AUM
Est. EBITDA
$251K
@ 30% margin
Est. Deal Value
$2.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DOUBLE DUTY MONEY MANAGEMENT LLC
CRD
326792
SEC file #
801-128084
EIN
—
DBA names
—

Economics

AUM
$83.7M
AUM band
$25M-$100M
AUM trajectory
'25'26
$44.0M → $83.7M▲ +90%
Client mix
Individuals High Net Worth14

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
5 advisors → 3 advisors▼ -40%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
01/26/2026
ADV-W filed at
—
Website
doubledutymm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLOBAL ALPHA ASSOCIATES LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
GLOBAL ALPHA ASSOCIATES LLC
BHANSALI, RUPAL, JAYESH
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
DOUBLEDUTYMM.COM
Rdap Domain Creation Date
2023-04-04T12:57:41Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Register.com - Network Solutions, 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
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-04T12:57:41Z
Rdap Domain Last Changed
2025-03-06T17:30:31Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
BHANSALI, RUPAL, JAYESH
Executive Officer · 2.5%
2252889
KINGSTON MARLAND HOLLMAN
Executive Officer · 2.5%
5563826