SourcingSourcing

CONCOURSE CAPITAL ADVISORS, LLC

C48
CRD 336424·SEC 801-132824·ATLANTA, GA
AUM
$36.1M
$25M-$100M
Est. Revenue
$361K
@ 1% on AUM
Est. EBITDA
$108K
@ 30% margin
Est. Deal Value
$866K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONCOURSE CAPITAL ADVISORS, LLC
CRD
336424
SEC file #
801-132824
EIN
—
DBA names
—

Economics

AUM
$36.1M
AUM band
$25M-$100M
AUM trajectory
'25'26
$35.1M → $36.1M▲ +3%
Client mix
Investment Companies1

Operations

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

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
concoursecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATHIAS, JOSEPH, L.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MATHIAS, JOSEPH, L.
CHISM, PATRICK, ANDREW
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CONCOURSECAP.COM
Rdap Domain Creation Date
2008-11-03T21:20:48Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

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 (14)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-03T20:20:48Z
Rdap Domain Last Changed
2022-12-22T20:15:10Z
Rdap Nameservers
Ns1.no-ip.comNs2.no-ip.comNs3.no-ip.comNs4.no-ip.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
6014119
Trust Company Affiliate
No

People (2)

2
MATHIAS, JOSEPH, L.
Direct Owner · 87.5%
6014119
PATRICK ANDREW CHISM
Executive Officer · 2.5%
2875421