SourcingSourcing

ALLOCATOR SOLUTIONS, LLC

C47
CRD 337300·SEC 801-133802·ST LOUIS, MO
AUM
$513.5M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALLOCATOR SOLUTIONS, LLC
CRD
337300
SEC file #
801-133802
EIN
—
DBA names
—

Economics

AUM
$513.5M
AUM band
$500M-$1B
AUM trajectory
'25'26
$277.2M → $513.5M▲ +85%
Client mix
Pooled Investment Vehicles1

Operations

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

Custodian & Brokerage

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

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
missionmultiplierfund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANTHONY S WASKIEWICZ REVOCABLE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
ANTHONY S WASKIEWICZ REVOCABLE
WASKIEWICZ, ANTHONY, STANLEY
Solo Advisor Indicator
Yes
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
MISSIONMULTIPLIERFUND.COM
Rdap Domain Creation Date
2025-08-07T21:32:45Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Cloudflare, 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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Northern Trust2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-07T21:32:45Z
Rdap Domain Last Changed
2025-08-07T21:32:50Z
Rdap Nameservers
Burt.ns.cloudflare.comLuciane.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (1)

1
WASKIEWICZ, ANTHONY, STANLEY
IAR · Executive Officer · 2.5%
2149426