SourcingSourcing

TYPHON ADVISORS, LLC

C36
CRD 339537·SEC 801-134986·MIAMI BEACH, FL
AUM
$10.0M
<$25M
Est. Revenue
$100K
@ 1% on AUM
Est. EBITDA
$30K
@ 30% margin
Est. Deal Value
$240K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TYPHON ADVISORS, LLC
CRD
339537
SEC file #
801-134986
EIN
994998018
DBA names
—

Economics

AUM
$10.0M
AUM band
<$25M
AUM trajectory
—
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
MIAMI BEACH FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
11/18/2025
ADV-W filed at
—
Website
typhoncap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TYPHON CAPITAL MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
TYPHON CAPITAL MANAGEMENT, LLC
KOUTOULAS, JAMES, LEE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TYPHONCAP.COM
Rdap Domain Creation Date
2008-03-20T01:02:13Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
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
0002087797
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-10-07
Edgar Last Filing Date
2025-10-07
Edgar Form D Count
1
Edgar Form D Offerings
2025-10-072025-10-07 · 0002087797-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Edgar Addresses
Mailing
1691 MICHIGAN AVESUITE 200MIAMI BEACH, FL 33139
Business
1691 MICHIGAN AVESUITE 200MIAMI BEACH, FL 33139
Edgar EIN
994998018
Edgar Recent Filings
D2025-10-07 · 0002087797-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-20T01:02:13Z
Rdap Domain Last Changed
2026-03-20T11:51:18Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (1)

1
KOUTOULAS, JAMES, LEE
IAR · Executive Officer · 2.5%
3095993