SourcingSourcing

OUTERLANDS CAPITAL MANAGEMENT, LLC

C37
CRD 327602·SEC 801-128866·NEW YORK, NY
AUM
$6.9M
<$25M
Est. Revenue
$69K
@ 1% on AUM
Est. EBITDA
$21K
@ 30% margin
Est. Deal Value
$165K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OUTERLANDS CAPITAL MANAGEMENT, LLC
CRD
327602
SEC file #
801-128866
EIN
932042390
DBA names
—

Economics

AUM
$6.9M
AUM band
<$25M
AUM trajectory
'25'26
$48.6M → $6.9M▼ -86%
Client mix
Corporations3
Pooled Investment Vehicles1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
5 advisors → 4 advisors▼ -20%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
outerlands.io

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Jones, Colin, Ross
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Jones, Colin, Ross
HORIZEN LABS, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001984671
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2023-11-14
Edgar Last Filing Date
2025-11-25
Edgar Form D Count
4
Edgar Form D Offerings
2025-11-252025-11-25 · 0001984671-25-000002
2024-11-142024-11-14 · 0001984671-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Edgar Addresses
Mailing
99 HUDSON STREET, 5TH FLOOR #7369NEW YORK, NY 10019
Business
99 HUDSON STREET, 5TH FLOOR #7369NEW YORK, NY 10019
Edgar EIN
932042390
Edgar Recent Filings
D/A2025-11-25 · 0001984671-25-000002
D/A2024-11-14 · 0001984671-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7802424
Trust Company Affiliate
No

People (2)

2
Jones, Colin, Ross
Direct Owner · 87.5%
7802424
Ofek, Noam, Meir
Executive Officer · 2.5%
7808014