SourcingSourcing

OXBOW HOLDINGS, INC.

C42
CRD 339061·SEC 801-135143·CHARLEMONT, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OXBOW HOLDINGS, INC.
CRD
339061
SEC file #
801-135143
EIN
—
DBA names
Eggz

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
CHARLEMONT MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/06/2026
ADV-W filed at
—
Website
myeggz.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PALMERI, MATTHEW, RAYMOND
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PALMERI, MATTHEW, RAYMOND
STEIN, MICHAEL
Solo Advisor Indicator
Yes
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
MYEGGZ.COM
Rdap Domain Creation Date
2024-08-30T14:41:53Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
507
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2167
Soi Zip Pct 200k Plus
0.0394
Soi Zip Returns 200k Plus
80
Soi Zip Total AGI
149,110
Fdic Zip Total Deposits
3,609,997,000
Fdic Zip Branch Count
80
Fdic Zip Top Banks
Greenfield Savings Bank
The Bank of Western Massachusetts

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Greenfield Savings BankShelburne, MA
United Savings BankShelburne Falls, MA
Fdic Zip HHI
1959.76
Fdic Zip Top Bank Share Pct
36.83
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-30T14:41:53Z
Rdap Domain Last Changed
2025-07-31T04:02:32Z
Rdap Nameservers
Kara.ns.cloudflare.comWill.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI7,044
Returns610
Stub 2
AGI16,054
Returns430
Stub 3
AGI20,365
Returns330
Soi Zip Total Business Income
8,828
Soi Zip Total Cap Gains
8,202
Soi Zip Total Dividends
4,187
Soi Zip Total Returns
2030
Top Owner CRD
8179760
Trust Company Affiliate
No

People (2)

2
PALMERI, MATTHEW, RAYMOND
Direct Owner · 87.5%
8179760
STEIN, MICHAEL
IAR · Executive Officer · 2.5%
2089106