SourcingSourcing

RECKONER CAPITAL MANAGEMENT LLC

C36
CRD 333863·SEC 801-131563·NEW YORK, NY
AUM
$273.4M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$820K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RECKONER CAPITAL MANAGEMENT LLC
CRD
333863
SEC file #
801-131563
EIN
—
DBA names
—

Economics

AUM
$273.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$28.7M → $273.4M▲ +854%
Client mix
Investment Companies6
Insurance Companies2
Other1

Operations

Employees (total)
26
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RECKONER HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
RECKONER HOLDINGS LLC
KIM, JOHN, EMIL
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
RECKONER.COM
Rdap Domain Creation Date
2001-11-18T15:58:23Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, 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 (13)

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
Bny Mellon4
E*trade4
U.s. Bank2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-11-18T15:58:23Z
Rdap Domain Last Changed
2025-09-17T13:16:02Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
KIM, JOHN, EMIL
Direct Owner · 7.5%
4410293
KIM, JAMIE, GEEEUN
Executive Officer · 2.5%
7377409
McGlynn, Kathleen, M
Executive Officer · 2.5%
5183005
TIMMERMANS, KATE-LYNN, ANN
Executive Officer · 2.5%
4987236