SourcingSourcing

MYRIAD ASSET MANAGEMENT ADVISORS LLC

B51
CRD 335546·SEC 801-134132·WEST PALM BEACH, FL
AUM
$380.9M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MYRIAD ASSET MANAGEMENT ADVISORS LLC
CRD
335546
SEC file #
801-134132
EIN
332926367
DBA names
—

Economics

AUM
$380.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$362.5M → $380.9M▲ +5%
Client mix
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
myriadasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MYRIAD ASSET MANAGEMENT LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MYRIAD ASSET MANAGEMENT LLC
CHANG, ERIC, L
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
MYRIADASSET.COM
Rdap Domain Creation Date
2011-03-19T16:23:57Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002069031
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-11
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0002069031-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Edgar Addresses
Mailing
525 OKEECHOBEE BLVD.SUITE 1140WEST PALM BEACH, FL 33401
Business
525 OKEECHOBEE BLVD.SUITE 1140WEST PALM BEACH, FL 33401
Edgar EIN
332926367
Edgar Recent Filings
13F-HR2026-04-30 · 0002069031-26-000003
13F-HR2026-02-11 · 0002069031-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-19T16:23:57Z
Rdap Domain Last Changed
2024-03-05T05:32:42Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (3)

3
CHANG, ERIC, L
Executive Officer · 2.5%
7374583
HUTTENLOCHER, CARL
Executive Officer · 2.5%
2519124
LONG, JUSTIN, TYLER
Executive Officer · 2.5%
7703113