SourcingSourcing

DECODE FINANCE LLC

C39
CRD 331985·SEC 801-130872·PALO ALTO, CA
AUM
$1K
<$25M
Est. Revenue
$10
@ 1% on AUM
Est. EBITDA
$3
@ 30% margin
Est. Deal Value
$24
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DECODE FINANCE LLC
CRD
331985
SEC file #
801-130872
EIN
—
DBA names
—

Economics

AUM
$1K
AUM band
<$25M
AUM trajectory
'25'26
$1K → $1K▬ 0%
Client mix
Individuals Other5

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
PALO ALTO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
Fixed fees

Filings

Latest ADV filing
07/05/2024
ADV-W filed at
—
Website
decode.finance

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Gandhe, Rohit
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Gandhe, Rohit
UPADHYE, ANAND
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
decode.finance
Rdap Domain Creation Date
2024-03-13T00:32:00.289Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

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
0.5751
Soi Zip Pct 200k Plus
0.3894
Soi Zip Returns 200k Plus
5,160
Soi Zip Total AGI
4,904,765
Fdic Zip Total Deposits
96,216,965,000
Fdic Zip Branch Count
277
Fdic Zip Top Banks
First Republic Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
First Interstate Bank of CaliforniaPalo Alto, CA
Union BankPalo Alto, CA
Fdic Zip HHI
2088.08
Fdic Zip Top Bank Share Pct
41.4
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-13T00:32:00.289Z
Rdap Domain Last Changed
2026-02-16T07:19:44.332Z
Rdap Nameservers
Ns-1507.awsdns-60.orgNs-2038.awsdns-62.co.ukNs-250.awsdns-31.comNs-834.awsdns-40.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,395
Returns2,060
Stub 2
AGI48,703
Returns1,300
Stub 3
AGI81,045
Returns1,300
Soi Zip Total Business Income
105,238
Soi Zip Total Cap Gains
708,186
Soi Zip Total Dividends
193,258
Soi Zip Total Returns
13,250
Top Owner CRD
7952595
Trust Company Affiliate
No

People (2)

2
Gandhe, Rohit
Direct Owner · 62.5%
7952595
UPADHYE, ANAND
Direct Owner · 17.5%
6029571