SourcingSourcing

NINTH AVENUE CAPITAL, LP

C39
CRD 337730·SEC 801-134964·KANSAS CITY, MO
AUM
$536.0M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NINTH AVENUE CAPITAL, LP
CRD
337730
SEC file #
801-134964
EIN
981881693
DBA names
—

Economics

AUM
$536.0M
AUM band
$500M-$1B
AUM trajectory
—
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
10
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
—
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ninthavenuecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLYMER, GREYSON, ANDREW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CLYMER, GREYSON, ANDREW
MOEYKENS, WILLIAM, DAVID
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
NINTHAVENUECAPITAL.COM
Rdap Domain Creation Date
2022-12-08T21:35:50Z
Rdap Firm Age Years
4
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 Cik
0002103786
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-01-15
Edgar Last Filing Date
2026-01-15
Edgar Form D Count
1
Edgar Form D Offerings
2026-01-152026-01-15 · 0000902664-26-000240

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3578
Soi Zip Pct 200k Plus
0.181
Soi Zip Returns 200k Plus
840
Soi Zip Total AGI
1,124,722
Fdic Zip Total Deposits
34,659,685,000
Fdic Zip Branch Count
294
Fdic Zip Top Banks
Commerce Bank
Country Club Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
Morgan Stanley7
Goldman Sachs6
E*trade4
Northern Trust2
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, KY1-1104Cayman Islands
Business
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, KY1-1104Cayman Islands
Edgar EIN
981881693
Edgar Recent Filings
D2026-01-15 · 0000902664-26-000240
Fdic Zip Branches Raw
Commerce Bank of Kansas City, National AssociationKansas City, MO
United Missouri Bank, National AssociationKansas City, MO
Fdic Zip HHI
975.79
Fdic Zip Top Bank Share Pct
18.55
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-08T21:35:50Z
Rdap Domain Last Changed
2024-12-17T20:44:13Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.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
AGI9,614
Returns790
Stub 2
AGI32,838
Returns860
Stub 3
AGI50,814
Returns820
Soi Zip Total Business Income
30,287
Soi Zip Total Cap Gains
171,596
Soi Zip Total Dividends
99,202
Soi Zip Total Returns
4,640
Top Owner CRD
8184985
Trust Company Affiliate
Yes

People (3)

3
CLYMER, GREYSON, ANDREW
Direct Owner · 87.5%
8184985
MOEYKENS, WILLIAM, DAVID
Executive Officer · 2.5%
5296549
SICILIAN, JOSEPH, MICHAEL
Executive Officer · 2.5%
4999782