SourcingSourcing

VERBENA VALUE LP

C44
CRD 337379·SEC 801-133856·WESTPORT, CT
AUM
$1.00B
$1B+
Est. Revenue
$10.0M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$24.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VERBENA VALUE LP
CRD
337379
SEC file #
801-133856
EIN
334857267
DBA names
Verbena Value Lp

Economics

AUM
$1.00B
AUM band
$1B+
AUM trajectory
'25'26
$1.00B → $1.00B▬ 0%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
9
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
WESTPORT CT
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
08/28/2025
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
Diamond, AARON, Zachary
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Diamond, AARON, Zachary
KHASIN, DANIEL
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

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002082932
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-12
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001214659-26-005488

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Edgar Addresses
Mailing
55 POST RD W2ND FLRWESTPORT, CT 06880
Business
55 POST RD W2ND FLRWESTPORT, CT 06880
Edgar EIN
334857267
Edgar Recent Filings
13F-HR2026-05-04 · 0001214659-26-005488
13F-HR2026-02-12 · 0001214659-26-001532
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
8111216
Trust Company Affiliate
No

People (2)

2
Diamond, AARON, Zachary
Direct Owner · 87.5%
8111216
KHASIN, DANIEL
Executive Officer · 2.5%
5200379