SourcingSourcing

ADVISORENGINE PORTFOLIO SOLUTIONS INC.

C50
CRD 336317·SEC 801-134392·NEW YORK, NY
AUM
$103.4M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$310K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVISORENGINE PORTFOLIO SOLUTIONS INC.
CRD
336317
SEC file #
801-134392
EIN
—
DBA names
—

Economics

AUM
$103.4M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Other Investment Advisers3

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
advisorengine-portfolio-solutions.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FT FINTECH HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
FT FINTECH HOLDINGS, LLC
CANCRO, RICHARD, V
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
ADVISORENGINE-PORTFOLIO-SOLUTIONS.COM
Rdap Domain Creation Date
2025-02-12T21:56:32Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Amazon Registrar, Inc.

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
Charles Schwab6
E*trade4
Fidelity3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-12T21:56:32Z
Rdap Domain Last Changed
2026-05-15T05:38:23Z
Rdap Nameservers
Ns-1304.awsdns-35.orgNs-1547.awsdns-01.co.ukNs-439.awsdns-54.comNs-867.awsdns-44.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (6)

6
RICHARD V CANCRO
Executive Officer · 2.5%
2174025
EDWARD H DANE
Executive Officer · 2.5%
2261769
DE DIEGO, CARLY, JO
Executive Officer · 2.5%
4744982
MICHAEL JAMES DURETTE
Executive Officer · 2.5%
4935253
HADDOCK, BETH, ANN
Executive Officer · 2.5%
3017772
RAMSEY, CRAIG
Executive Officer · 2.5%
8090295