SourcingSourcing

MALT PARTNERS MANAGEMENT LLC

C43
CRD 337855·SEC 801-134342·NASHVILLE, TN
AUM
$36.3M
$25M-$100M
Est. Revenue
$363K
@ 1% on AUM
Est. EBITDA
$109K
@ 30% margin
Est. Deal Value
$872K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MALT PARTNERS MANAGEMENT LLC
CRD
337855
SEC file #
801-134342
EIN
000000000
DBA names
—

Economics

AUM
$36.3M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/06/2026
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
SULLIVAN, BRENDAN, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SULLIVAN, BRENDAN, PAUL
LAUB, DEREK, CHRISTIAN
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
0002088308
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-09-29
Edgar Last Filing Date
2025-09-29
Edgar Form D Count
1
Edgar Form D Offerings
2025-09-292025-09-29 · 0002088308-25-000001

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
Goldman Sachs3
Edgar Addresses
Mailing
1 MUSIC CIRCLE NORTHSUITE 400NASHVILLE, TN 37203
Business
1 MUSIC CIRCLE NORTHSUITE 400NASHVILLE, TN 37203
Edgar EIN
000000000
Edgar Recent Filings
D2025-09-29 · 0002088308-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4901474
Trust Company Affiliate
Yes

People (2)

2
SULLIVAN, BRENDAN, PAUL
Direct Owner · 87.5%
4901474
LAUB, DEREK, CHRISTIAN
Executive Officer · 2.5%
2695248