SourcingSourcing

O15 CAPITAL PARTNERS, LLC

C32
CRD 328464·SEC 801-134025·ATLANTA, GA
AUM
$310.3M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$931K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
O15 CAPITAL PARTNERS, LLC
CRD
328464
SEC file #
801-134025
EIN
880525959
DBA names
—

Economics

AUM
$310.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$242.3M → $310.3M▲ +28%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
9
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
7 advisors → 8 advisors▲ +14%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
o15.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEADOWS, COLIN, DOUGLAS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MEADOWS, COLIN, DOUGLAS
SAFFOLD, KENNETH
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
ok
Rdap Domain
O15.COM
Rdap Domain Creation Date
2000-01-28T16:10:57Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001982716
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2023-06-26
Edgar Last Filing Date
2024-06-26
Edgar Form D Count
2
Edgar Form D Offerings
2024-06-262024-06-26 · 0001982716-24-000002
2023-06-262023-06-26 · 0001982716-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
756 WEST PEACHTREE STREET NORTHWESTATLANTA, GA 30308
Business
756 WEST PEACHTREE STREET NORTHWESTATLANTA, GA 30308
Edgar EIN
880525959
Edgar Recent Filings
D/A2024-06-26 · 0001982716-24-000002
D2023-06-26 · 0001982716-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-28T16:10:57Z
Rdap Domain Last Changed
2026-01-29T16:47:36Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4164392
Trust Company Affiliate
No

People (4)

4
MEADOWS, COLIN, DOUGLAS
Direct Owner · 37.5%
4164392
SAFFOLD, KENNETH
Direct Owner · 37.5%
4017420
MORRIS, BRIAN, KEITH
Direct Owner · 7.5%
7810754
Knudsen, Vilmarie
Executive Officer · 2.5%
7810758