SourcingSourcing

VARIANT PERCEPTION, LLC

B53
CRD 334510·SEC 801-134755·CHARLOTTE, NC
AUM
$31.9M
$25M-$100M
Est. Revenue
$319K
@ 1% on AUM
Est. EBITDA
$96K
@ 30% margin
Est. Deal Value
$765K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VARIANT PERCEPTION, LLC
CRD
334510
SEC file #
801-134755
EIN
—
DBA names
Variant Perception

Economics

AUM
$31.9M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Investment Companies1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
12 advisors → 1 advisors▼ -92%
Primary office
CHARLOTTE NC
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPublication of periodicals
Fee basis
% of AUMSubscription feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/variantperception(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VP RESEARCH, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
VP RESEARCH, INC.
SHEEHAN, PATRICK, JAMES
Solo Advisor Indicator
Yes
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
fallback_guess:variantperception.com

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
0.4724
Soi Zip Pct 200k Plus
0.3018
Soi Zip Returns 200k Plus
4,600
Soi Zip Total AGI
4,769,368
Fdic Zip Total Deposits
43,671,185,000
Fdic Zip Branch Count
562
Fdic Zip Top Banks
PNC Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
First-Citizens Bank & Trust CompanyCharlotte, NC
United Carolina BankCharlotte, NC
Fdic Zip HHI
569.77
Fdic Zip Top Bank Share Pct
12.78
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,417
Returns3,010
Stub 2
AGI80,753
Returns2,160
Stub 3
AGI107,003
Returns1,730
Soi Zip Total Business Income
112,213
Soi Zip Total Cap Gains
694,928
Soi Zip Total Dividends
242,411
Soi Zip Total Returns
15,240
Trust Company Affiliate
No

People (5)

5
PATRICK JAMES SHEEHAN
Direct Owner · 37.5%
2053134
Yang, Tianxia
IAR · Direct Owner · 17.5%
8151903
ELEVATION, LLC
Direct Owner · 17.5%
140341
Liebig, Libby, Ellen
Executive Officer · 2.5%
2385467
Sheehan, Patrick, James
Executive Officer · 2.5%
8235705