SourcingSourcing

GALLO PARTNERS LP

A67
CRD 329774·SEC 801-129560·BLOOMFIELD, NJ
AUM
$179.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$537K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GALLO PARTNERS LP
CRD
329774
SEC file #
801-129560
EIN
000000000
DBA names
Gallo Partners Lp

Economics

AUM
$179.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$266.2M → $179.0M▼ -33%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
BLOOMFIELD NJ
Branches
Count1

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
gallopartnerslp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALFARO, MICHAEL ARTHUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ALFARO, MICHAEL ARTHUR
D'ALESSANDRO LLC
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GALLOPARTNERSLP.COM
Rdap Domain Creation Date
2023-01-02T16:24:06Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
3
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002015727
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002015727-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Morgan Stanley6
E*trade4
Charles Schwab2
Edgar Addresses
Mailing
22 NORTH END TERRACEBLOOMFIELD, NJ 07003
Business
22 NORTH END TERRACEBLOOMFIELD, NJ 07003
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0002015727-26-000002
13F-HR2026-02-17 · 0002015727-26-000001
Firm Has Custody
Yes
Rdap Domain Expiration Date
2027-01-02T16:24:06Z
Rdap Domain Last Changed
2025-12-03T04:13:45Z
Rdap Nameservers
Eva.ns.cloudflare.comMichael.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5796263
Trust Company Affiliate
No

People (2)

2
ALFARO, MICHAEL ARTHUR
Direct Owner · 87.5%
5796263
KUDISCH, GREGG, L
Executive Officer · 2.5%
5896416