Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$988K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Pooled Investment Vehicles | 3 |
Operations
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
—
Primary office
NEW YORK NY
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed feesPerformance-based fees
Filings
Latest ADV filing
03/31/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
STIFEL FINANCIAL CORP.
Control Persons
STIFEL FINANCIAL CORP.
Perez, Cynthia, Teresa
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
501NORTHGROWTHEQUITY.COM
Rdap Domain Creation Date
2025-11-14T16:49:38Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
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.
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-11-14T16:49:38Z
Rdap Domain Last Changed
2026-01-31T15:44:09Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes
