SourcingSourcing

MOORSTONE, L.P.

C35
CRD 339519·SEC 801-134953·NEW YORK, NY
AUM
$2.18B
$1B+
Est. Revenue
$21.8M
@ 1% on AUM
Est. EBITDA
$6.5M
@ 30% margin
Est. Deal Value
$52.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOORSTONE, L.P.
CRD
339519
SEC file #
801-134953
EIN
000000000
DBA names
—

Economics

AUM
$2.18B
AUM band
$1B+
AUM trajectory
—
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
12
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
01/15/2026
ADV-W filed at
—
Website
linkedin.com/company/moorstone(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOORSTONE MANAGEMENT CO., L.P.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MOORSTONE MANAGEMENT CO., L.P.
ANCHORAGE CAPITAL ADVISORS, L.P.
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002113005
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-03-17
Edgar Last Filing Date
2026-03-17
Edgar Form D Count
1
Edgar Form D Offerings
2026-03-172026-03-17 · 0001012975-26-000248

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5246
Soi Zip Pct 200k Plus
0.2767
Soi Zip Returns 200k Plus
3,260
Soi Zip Total AGI
4,079,702
Fdic Zip Total Deposits
56,767,661,000
Fdic Zip Branch Count
252
Fdic Zip Top Banks
Citibank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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
Northern Trust10
E*trade4
Edgar Addresses
Mailing
610 BROADWAY, 5TH FLOORNEW YORK, NY 10012
Business
610 BROADWAY, 5TH FLOORNEW YORK, NY 10012
Edgar EIN
000000000
Edgar Recent Filings
D2026-03-17 · 0001012975-26-000248
Fdic Zip Branches Raw
River Bank AmericaNew York City, NY
Marine Midland BankNew York City, NY
Fdic Zip HHI
1685.5
Fdic Zip Top Bank Share Pct
28.34
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,869
Returns1,760
Stub 2
AGI46,970
Returns1,260
Stub 3
AGI84,595
Returns1,350
Soi Zip Total Business Income
101,119
Soi Zip Total Cap Gains
862,212
Soi Zip Total Dividends
192,504
Soi Zip Total Returns
11,780
Trust Company Affiliate
No

People (4)

4
ANCHORAGE CAPITAL ADVISORS, L.P.
Direct Owner · 37.5%
328998
SCHMIDT, TIMOTHY, WILLIAM
Executive Officer · 2.5%
5350288
SIEGEL, JASON, MICHAEL
Executive Officer · 2.5%
5678540
ZWEIG, MATTHEW, JOSHUA
Executive Officer · 2.5%
5075305