SourcingSourcing

ALPHABOND LLC

C44
CRD 336339·SEC 801-132807·PALM BEACH, FL
AUM
$122.6M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$368K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALPHABOND LLC
CRD
336339
SEC file #
801-132807
EIN
—
DBA names
—

Economics

AUM
$122.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$243.4M → $122.6M▼ -50%
Client mix
Other Investment Advisers2

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
Performance-based fees

Filings

Latest ADV filing
03/27/2026
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
Salsburg, Jeremy, Peter
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Salsburg, Jeremy, Peter
Solo Advisor Indicator
Yes
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.6217
Soi Zip Pct 200k Plus
0.4744
Soi Zip Returns 200k Plus
3,060
Soi Zip Total AGI
19,585,866
Fdic Zip Total Deposits
72,855,951,000
Fdic Zip Branch Count
675
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
Goldman Sachs4
E*trade4
Fdic Zip Branches Raw
Barnett Bank of Palm Beach CountyPalm Beach Gardens, FL
Barnett Bank of Palm Beach CountyPalm Beach, FL
Fdic Zip HHI
659.49
Fdic Zip Top Bank Share Pct
13.06
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI9,695
Returns910
Stub 2
AGI21,872
Returns590
Stub 3
AGI32,776
Returns530
Soi Zip Total Business Income
246,036
Soi Zip Total Cap Gains
11,629,897
Soi Zip Total Dividends
2,241,586
Soi Zip Total Returns
6,450
Top Owner CRD
5962688
Trust Company Affiliate
No

People (1)

1
Salsburg, Jeremy, Peter
IAR · Direct Owner · 87.5%
5962688