GLR PARTNERS, LLC

C48
CRD 334902·SEC 801-132581·COLUMBIA, MD
AUM
$260.7M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$782K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLR PARTNERS, LLC
CRD
334902
SEC file #
801-132581
EIN
335025792
DBA names
Glr Partners

Economics

AUM
$260.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$237.3M → $260.7M▲ +10%
Client mix
Individuals Other103
Individuals High Net Worth67
Corporations2
Pension Profit Sharing Plans1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
COLUMBIA MD
Branches
Count1

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GAIGE, RICHARD, MICHAEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
GAIGE, RICHARD, MICHAEL
LAVALLEE, WAYNE, THOMAS
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
GLRPARTNERS.NET
Rdap Domain Creation Date
2025-02-12T21:40:56Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002134831
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001765380-26-000208

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
8820 COLUMBIA 100 PKWYSUITE 230COLUMBIA, MD 21045
Business
8820 COLUMBIA 100 PKWYSUITE 230COLUMBIA, MD 21045
Edgar EIN
335025792
Edgar Recent Filings
13F-HR2026-05-13 · 0001765380-26-000208
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-12T21:40:56Z
Rdap Domain Last Changed
2026-02-13T14:30:51Z
Rdap Nameservers
Ns61.domaincontrol.comNs62.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4581002
Trust Company Affiliate
No