SourcingSourcing

CANAL ROAD CAPITAL, LLC

C28
CRD 327488·SEC 801-128925·MIAMI, FL
AUM
$1.26B
$1B+
Est. Revenue
$12.6M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CANAL ROAD CAPITAL, LLC
CRD
327488
SEC file #
801-128925
EIN
—
DBA names
—

Economics

AUM
$1.26B
AUM band
$1B+
AUM trajectory
'25'26
$331.0M → $1.26B▲ +281%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
16
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
9 advisors → 9 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
canalroadgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CANAL ROAD GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
CANAL ROAD GROUP, LLC
DAMASO, MICHAEL, PETER
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
CANALROADGROUP.COM
Rdap Domain Creation Date
2022-05-05T14:37:43Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
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
U.s. Bank4
State Street4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-05T14:37:43Z
Rdap Domain Last Changed
2026-05-01T18:25:56Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
DAMASO, MICHAEL, PETER
Executive Officer · 2.5%
2773502
YOUNG, DONALD, COTTER
Executive Officer · 2.5%
5851913
COHEN, PETER, GEORGE
Executive Officer · 2.5%
6482910
KUDRAKO, JAMES, WILLIAM
Executive Officer · 2.5%
3151890
SCLATER, BENJAMIN, JOHN
Executive Officer · 2.5%
6366674