Est. Revenue
$739K
@ 1% on AUM
Est. EBITDA
$222K
@ 30% margin
Est. Deal Value
$1.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
9 STREAM CAPITAL PARTNERS LLC
Economics
Client mix
| Pooled Investment Vehicles | 3 |
Operations
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Custodian & Brokerage
Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees
Filings
Latest ADV filing
03/06/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
LI, MICHAEL, XUHUI
Control Persons
LI, MICHAEL, XUHUI
OCEANIC VISION CAPITAL LLC
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar First Filing Date
2025-09-11
Edgar Last Filing Date
2025-09-11
Edgar Form D Offerings
2025-09-112025-09-11 · 0000919574-25-005630
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.4309
Soi Zip Pct 200k Plus
0.2669
Soi Zip Returns 200k Plus
830
Soi Zip Total AGI
1,152,119
Fdic Zip Total Deposits
52,717,278,000
Fdic Zip Top Banks
First National Bank of Kansas
First National Bank of Omaha
Compliance & brand
Firm Registration Status
active
All other collected signals (22)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full| Goldman Sachs | 12 |
| U.s. Bank | 10 |
| E*trade | 4 |
Edgar Addresses
Mailing3401 COLLEGE BLVDSUITE 240LEAWOOD, KS 66211
Business3401 COLLEGE BLVDSUITE 240LEAWOOD, KS 66211
Edgar Recent Filings
D2025-09-11 · 0000919574-25-005630
Fdic Zip Branches Raw
Valley View State BankLeawood, KS
Bank of Blue ValleyOverland Park, KS
Fdic Zip Top Bank Share Pct
11.87
Soi Zip Total Business Income
24,491
Soi Zip Total Cap Gains
215,517
Soi Zip Total Dividends
76,068
Soi Zip Total Returns
3,110
Trust Company Affiliate
Yes
