SourcingSourcing

PARE PARTNERS II LLC

C44
CRD 327575·SEC 801-128524·MIAMI, FL
AUM
$210.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$630K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARE PARTNERS II LLC
CRD
327575
SEC file #
801-128524
EIN
—
DBA names
Pare Partners Ii Llc

Economics

AUM
$210.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$148.8M → $210.0M▲ +41%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
20
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
MIAMI FL
Branches
Count1

Custodian & Brokerage

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

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADEP LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ADEP LLC
DALEGA HOLDING LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:pareii.com

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 (8)

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
Trust Company Affiliate
No

People (4)

4
RODRIGUEZ, CECILIA, ALEJANDRA
Executive Officer · 2.5%
7890961
SOLARI VILLAR, MARIA FERNANDA
Executive Officer · 2.5%
7780256
TARABAL VILLA, GASTON
Executive Officer · 2.5%
7776404
VALDIVIESO, JUAN, FERNANDO
Executive Officer · 2.5%
7256469