SourcingSourcing

SCIENCE & TECHNOLOGY PARTNERS, L.P.

C39
CRD 331267·SEC 801-130308·GREENWICH, CT
AUM
$425.5M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SCIENCE & TECHNOLOGY PARTNERS, L.P.
CRD
331267
SEC file #
801-130308
EIN
—
DBA names
—

Economics

AUM
$425.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$356.6M → $425.5M▲ +19%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
sandtpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KLAUER, ERIKA, LEIGH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KLAUER, ERIKA, LEIGH
FORBIS, BRIAN, BARNUM
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
SANDTPARTNERS.COM
Rdap Domain Creation Date
2024-03-18T17:54:35Z
Rdap Firm Age Years
2
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

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Goldman Sachs6
Morgan Stanley6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-18T17:54:35Z
Rdap Domain Last Changed
2026-03-03T18:37:41Z
Rdap Nameservers
Dns1.p02.nsone.netDns2.p02.nsone.netDns3.p02.nsone.netDns4.p02.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
2368830
Trust Company Affiliate
No

People (3)

3
KLAUER, ERIKA, LEIGH
Direct Owner · 87.5%
2368830
FORBIS, BRIAN, BARNUM
Executive Officer · 2.5%
7901593
Leslie F Perkins
Executive Officer · 2.5%
1581160