SourcingSourcing

ADAMS STREET ADVISORS, LLC

C31
CRD 333783·SEC 801-131949·CHICAGO, IL
AUM
$524.2M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADAMS STREET ADVISORS, LLC
CRD
333783
SEC file #
801-131949
EIN
—
DBA names
—

Economics

AUM
$524.2M
AUM band
$500M-$1B
AUM trajectory
—
Client mix
Investment Companies1

Operations

Employees (total)
318
Advisory staff (per ADV)
190
Advisory staff (5-yr trend)
'25'26
142 advisors → 190 advisors▲ +34%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADAMS STREET PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ADAMS STREET PARTNERS, LLC
Dasse, Sara, Robinson
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
ADAMSSTREETPARTNERS.COM
Rdap Domain Creation Date
2000-08-28T15:38:38Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, 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
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-08-28T15:38:38Z
Rdap Domain Last Changed
2025-06-29T06:29:37Z
Rdap Nameservers
Ns1.easydns.comNs2.easydns.comRemote1.easydns.comRemote2.easydns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
109358
Trust Company Affiliate
No

People (5)

5
ADAMS STREET PARTNERS, LLC
Direct Owner · 87.5%
109358
Dasse, Sara, Robinson
Executive Officer · 2.5%
7343542
KURLANDER, MICHAEL, EVAN
Executive Officer · 2.5%
5372141
MANSELL, ERIC
Executive Officer · 2.5%
6927767
Montag, Steven, Joseph
Executive Officer · 2.5%
7722858