SourcingSourcing

ACRE CAPITAL ADVISORS, LLC

C37
CRD 328401·SEC 801-129844·LOS ANGELES, CA
AUM
$1.16B
$1B+
Est. Revenue
$11.6M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACRE CAPITAL ADVISORS, LLC
CRD
328401
SEC file #
801-129844
EIN
—
DBA names
Eldridge Acre Partners, Lp

Economics

AUM
$1.16B
AUM band
$1B+
AUM trajectory
'25'26
$893.4M → $1.16B▲ +30%
Client mix
Pooled Investment Vehicles6
Corporations1

Operations

Employees (total)
12
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'25'26
14 advisors → 12 advisors▼ -14%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow 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
eldridgeacre.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELDRIDGE ACRE PARTNERS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ELDRIDGE ACRE PARTNERS, LP
Katzin, Joshua, Aaron
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
ELDRIDGEACRE.COM
Rdap Domain Creation Date
2024-05-02T15:01:42Z
Rdap Firm Age Years
2
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
Jpmorgan4
E*trade4
Bny Mellon2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-02T15:01:42Z
Rdap Domain Last Changed
2024-08-03T08:11:36Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
Katzin, Joshua, Aaron
Direct Owner · 17.5%
7323689
Wachsberger, Warren, David
Direct Owner · 17.5%
6996301
SKELTON, TRAVIS, LEON
Direct Owner · 7.5%
5181044
Garrison, Esther
Executive Officer · 2.5%
7885354
GIORGIO, PAUL
Executive Officer · 2.5%
7915764
Strongin, Meredith
Executive Officer · 2.5%
7915857