SourcingSourcing

ANGELLIST ASSET MANAGEMENT, LLC

C39
CRD 330361·SEC 801-129822·SEATTLE, WA
AUM
$346.5M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANGELLIST ASSET MANAGEMENT, LLC
CRD
330361
SEC file #
801-129822
EIN
—
DBA names
—

Economics

AUM
$346.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$289.3M → $346.5M▲ +20%
Client mix
Pooled Investment Vehicles22
Investment Companies1

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
2 advisors → 6 advisors▲ +200%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
angellistmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AL ADVISORS MANAGEMENT INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
AL ADVISORS MANAGEMENT INC.
Othman, Abraham, Mohammad
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
ANGELLISTMGMT.COM
Rdap Domain Creation Date
2025-12-17T15:30:55Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3977
Soi Zip Pct 200k Plus
0.176
Soi Zip Returns 200k Plus
4,200
Soi Zip Total AGI
3,301,117
Fdic Zip Total Deposits
5,176,802,000
Fdic Zip Branch Count
100
Fdic Zip Top Banks
Bank of America, National Association
Banner Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Fdic Zip Branches Raw
Key Bank of WashingtonSeattle, WA
Key Savings BankSeattle, WA
Fdic Zip HHI
2256.77
Fdic Zip Top Bank Share Pct
38.61
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-12-17T15:30:55Z
Rdap Domain Last Changed
2025-12-17T15:30:55Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI45,035
Returns3,540
Stub 2
AGI163,462
Returns4,310
Stub 3
AGI242,532
Returns3,940
Soi Zip Total Business Income
82,546
Soi Zip Total Cap Gains
200,324
Soi Zip Total Dividends
80,709
Soi Zip Total Returns
23,860
Trust Company Affiliate
No

People (5)

5
Othman, Abraham, Mohammad
Executive Officer · 2.5%
7880507
SYVERTSEN, ERIK
Executive Officer · 2.5%
7091302
YEH, HUOYMING
Executive Officer · 2.5%
2794441
Kong, Annie, Kai Wei
Executive Officer · 2.5%
7828581
LELE, ANUJA
Executive Officer · 2.5%
7255809