SourcingSourcing

PARK STATE ASSET MANAGEMENT LLC

A66
CRD 336573·SEC 801-132913·BEVERLY, MA
AUM
$192.4M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$577K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARK STATE ASSET MANAGEMENT LLC
CRD
336573
SEC file #
801-132913
EIN
—
DBA names
—

Economics

AUM
$192.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$200.3M → $192.4M▼ -4%
Client mix
Individuals High Net Worth32
Individuals Other18
Corporations5
Pension Profit Sharing Plans4
Charitable Organizations1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
BEVERLY MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
park-state.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FURBER, WILLIAM, LOEMKER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FURBER, WILLIAM, LOEMKER
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PARK-STATE.COM
Rdap Domain Creation Date
2025-04-24T22:59:23Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

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
0.3542
Soi Zip Pct 200k Plus
0.1317
Soi Zip Returns 200k Plus
2,710
Soi Zip Total AGI
2,789,379
Census Median Hh Income
98,474
Census High Income Households
3,369
Census Median Age
39.7
Census Pop 65 66 Total
923
Census Total Households
16,570
Census NAICS 523930 Count
3
Fdic Zip Total Deposits
39,408,904,000
Fdic Zip Branch Count
693
Fdic Zip Top Banks
Bank of America, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (29)

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
4
Bc Firm IAR Count
4
Census Bachelors Plus Count
8,865
Census Median Home Value
564,200
Census NAICS 523930 Employees
0
Census Unemployed Count
788
Census Zip
01915
Custodian Candidates
Full
Charles Schwab6
Fidelity4
Raymond James4
E*trade4
Fdic Zip Branches Raw
Shawmut Bank, National AssociationBeverly, MA
Century Bank and Trust CompanyBeverly, MA
Fdic Zip HHI
729.83
Fdic Zip Top Bank Share Pct
17.28
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-04-24T22:59:23Z
Rdap Domain Last Changed
2025-04-24T22:59:23Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI49,091
Returns4,400
Stub 2
AGI131,338
Returns3,490
Stub 3
AGI194,049
Returns3,120
Soi Zip Total Business Income
92,698
Soi Zip Total Cap Gains
272,243
Soi Zip Total Dividends
84,679
Soi Zip Total Returns
20,580
Top Owner CRD
1261236
Trust Company Affiliate
No

People (4)

4
FURBER, WILLIAM, LOEMKER
IAR · Direct Owner · 87.5%
1261236
LAURA MOK
IAR
1020946
Samuel Bernard Cohen
IAR
6856040
Daniel Alden Carman
IAR
7971580