SourcingSourcing

MOELIS ASSET CATALYST PARTNERS LLC

C41
CRD 327289·SEC 801-134634·ST LOUIS, MO
AUM
$288.2M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$864K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOELIS ASSET CATALYST PARTNERS LLC
CRD
327289
SEC file #
801-134634
EIN
—
DBA names
Moelis Asset Catalyst Partners

Economics

AUM
$288.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$241.2M → $288.2M▲ +19%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
ST LOUIS MO
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
moelisassetmanagement.com/moelis-catalyst

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOELIS ASSET MANAGEMENT LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MOELIS ASSET MANAGEMENT LP
APPLEGATE, DOUGLAS, STEPHEN
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
MOELISASSETMANAGEMENT.COM
Rdap Domain Creation Date
2014-02-04T21:08:32Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2714
Soi Zip Pct 200k Plus
0.1246
Soi Zip Returns 200k Plus
1,120
Soi Zip Total AGI
1,069,727
Fdic Zip Total Deposits
9,217,238,000
Fdic Zip Branch Count
133
Fdic Zip Top Banks
Bank of America, National Association
U.S. Bank 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
Custodian Candidates
Full
E*trade4
Northern Trust3
Fdic Zip Branches Raw
The Boatmen's National Bank of St. LouisSt. Louis, MO
The Boatmen's National Bank of St. LouisSt. Louis, MO
Fdic Zip HHI
4904.79
Fdic Zip Top Bank Share Pct
68.33
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-04T21:08:32Z
Rdap Domain Last Changed
2026-01-06T07:35:33Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,367
Returns2,310
Stub 2
AGI73,720
Returns2,030
Stub 3
AGI89,132
Returns1,460
Soi Zip Total Business Income
32,030
Soi Zip Total Cap Gains
99,294
Soi Zip Total Dividends
55,532
Soi Zip Total Returns
8,990
Trust Company Affiliate
Yes

People (4)

4
APPLEGATE, DOUGLAS, STEPHEN
Executive Officer · 2.5%
4570773
BOBER, MARIE, ANN
Executive Officer · 2.5%
6163098
KELLER, CHRISTOPHER, ALAN
Executive Officer · 2.5%
6178369
CHRISTOPHER REGIS RYAN
Executive Officer · 2.5%
1581034