SourcingSourcing

TENSOR EDGE CAPITAL, LLC

C23
CRD 335633·SEC 801-132977·BOSTON, MA
AUM
$584.8M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TENSOR EDGE CAPITAL, LLC
CRD
335633
SEC file #
801-132977
EIN
333996376
DBA names
—

Economics

AUM
$584.8M
AUM band
$500M-$1B
AUM trajectory
'25'26
$109.5M → $584.8M▲ +434%
Client mix
Pooled Investment Vehicles2
Other Investment Advisers1

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
3 advisors → 5 advisors▲ +67%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHAH, ROMIT, JITENDRA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SHAH, ROMIT, JITENDRA
Munda, Gal
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002073373
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-06-26
Edgar Last Filing Date
2025-12-31
Edgar Form D Count
2
Edgar Form D Offerings
2025-12-312025-12-31 · 0000904454-25-000643
2025-06-262025-06-26 · 0002073373-25-000002
Edgar Former Names
Matrix Capital Partners Fund, LP

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Morgan Stanley7
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
C/O TENSOR EDGE CAPITAL, LLC6 WALNUT ROADWESTON, MA 02493
Business
C/O TENSOR EDGE CAPITAL, LLC6 WALNUT ROADWESTON, MA 02493
Edgar EIN
333996376
Edgar Recent Filings
D/A2025-12-31 · 0000904454-25-000643
D2025-06-26 · 0002073373-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3098712
Trust Company Affiliate
Yes

People (3)

3
ROMIT JITENDRA SHAH
Direct Owner · 87.5%
3098712
Gal Munda
Direct Owner · 17.5%
6778671
PLUMER, ROBERT, JAMES
Executive Officer · 2.5%
8068108