SourcingSourcing

ANTHELION CAPITAL PARTNERS LLC

C28
CRD 328009·SEC 801-128696·NEW YORK, NY
AUM
$3.15B
$1B+
Est. Revenue
$31.5M
@ 1% on AUM
Est. EBITDA
$9.5M
@ 30% margin
Est. Deal Value
$75.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANTHELION CAPITAL PARTNERS LLC
CRD
328009
SEC file #
801-128696
EIN
—
DBA names
—

Economics

AUM
$3.15B
AUM band
$1B+
AUM trajectory
'25'26
$1.88B → $3.15B▲ +68%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
16
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/anthelioncapital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANTHELION CAPITAL HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ANTHELION CAPITAL HOLDINGS LP
KOZICZ, ANNA, EWA
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
social_url_excluded:linkedin.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
U.s. Bank5
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
KOZICZ, ANNA, EWA
Direct Owner · 62.5%
4233238
NAJAFOV, VUSAL, ALESKER, OGLU
Direct Owner · 62.5%
4988792
BARONE, MICHELLE, MARY
Executive Officer · 2.5%
4435688
LATOURELLE, ASHLEY, PAIGE
Executive Officer · 2.5%
5315524