SourcingSourcing

PERRYRIDGE CAPITAL LP

B59
CRD 331781·SEC 801-131201·GREENWICH, CT
AUM
$226.6M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$680K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERRYRIDGE CAPITAL LP
CRD
331781
SEC file #
801-131201
EIN
981781388
DBA names
—

Economics

AUM
$226.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$201.4M → $226.6M▲ +13%
Client mix
Pooled Investment Vehicles3

Operations

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

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
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/perryridge-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Wit, Arthur, Michael
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Wit, Arthur, Michael
HEITLINGER, MARCIA, SUZANNE
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
fallback_guess:perryridge.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002021707
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-07-11
Edgar Last Filing Date
2025-07-11
Edgar Form D Count
2
Edgar Form D Offerings
2025-07-112025-07-11 · 0000902664-25-002981
2024-07-112024-07-11 · 0000902664-24-004671

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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 Stanley14
Northern Trust6
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
C/O WALKERS CORPORATE LIMITED190 ELGIN AVENUE, GEORGE TOWNGRAND CAYMAN, E9, KY1-9008
Business
C/O WALKERS CORPORATE LIMITED190 ELGIN AVENUE, GEORGE TOWNGRAND CAYMAN, E9, KY1-9008
Edgar EIN
981781388
Edgar Recent Filings
D/A2025-07-11 · 0000902664-25-002981
D2024-07-11 · 0000902664-24-004671
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7942206
Trust Company Affiliate
Yes

People (2)

2
Wit, Arthur, Michael
Direct Owner · 87.5%
7942206
HEITLINGER, MARCIA, SUZANNE
Executive Officer · 2.5%
5035224