SourcingSourcing

CADIA PRIVATE CLIENT LLC

C41
CRD 337400·SEC 801-134227·PARSIPPANY, NJ
AUM
$192.5M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$578K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CADIA PRIVATE CLIENT LLC
CRD
337400
SEC file #
801-134227
EIN
832303452
DBA names
—

Economics

AUM
$192.5M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other76
Individuals High Net Worth46

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
PARSIPPANY NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
linkedin.com/company/cadia-private-client(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Maffucci, Vincent, G
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Maffucci, Vincent, G
Matousek, Martin, D
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:cadiaprivate.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002135817
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-05-20
Edgar Last Filing Date
2026-05-20
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-20
Accession0001951757-26-000888

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3787
Soi Zip Pct 200k Plus
0.144
Soi Zip Returns 200k Plus
2160
Soi Zip Total AGI
1,713,682
Fdic Zip Total Deposits
69,844,541,000
Fdic Zip Branch Count
506
Fdic Zip Top Banks
HSBC Bank USA, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1 GATEHALL DRIVESUITE 307PARSIPPANY, NJ 07054
Business
1 GATEHALL DRIVESUITE 307PARSIPPANY, NJ 07054
Edgar EIN
832303452
Edgar Recent Filings
13F-HR2026-05-20 · 0001951757-26-000888
13F-HR2026-05-20 · 0001951757-26-000887
Fdic Zip Branches Raw
Hudson City Savings BankParsippany, NJ
Charter Federal Savings BankParsippany, NJ
Fdic Zip HHI
1136.38
Fdic Zip Top Bank Share Pct
25.34
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,678
Returns2,990
Stub 2
AGI90,057
Returns2,390
Stub 3
AGI136,463
Returns2,200
Soi Zip Total Business Income
41,709
Soi Zip Total Cap Gains
74,585
Soi Zip Total Dividends
44,920
Soi Zip Total Returns
15,000
Top Owner CRD
4279019
Trust Company Affiliate
No

People (2)

2
Matousek, Martin, D
IAR · Direct Owner · 62.5%
5384605
Maffucci, Vincent, G
IAR · Direct Owner · 62.5%
4279019