Peter Sidoti Net Worth: Estimated Wealth & Asset Breakdown

Based on the best available public data, Peter Sidoti's net worth is estimated at approximately $10 million to $25 million, with a central estimate of around $15 million. That figure is built almost entirely from his ownership stake in Sidoti & Company, LLC, a private New York-based boutique research and investment banking firm he founded in March 1999 and still leads as CEO. Because the firm never completed a public offering and no personal financial disclosures are required of private company founders, this estimate carries meaningful uncertainty. Everything below explains how that number was reached and how confident you should be in each piece.

Net Worth Snapshot

Central estimate: $15 million. Confidence range: $10 million to $25 million. Confidence level: Low-to-moderate. The estimate is constrained by the private nature of the firm and the absence of publicly disclosed personal assets. The only hard anchors are figures from a 2015 SEC registration statement (Form S-1/A) filed by Sidoti Holding Company, LLC, which revealed $12.07 million in total consolidated assets and $6.5 million in liquid assets as of December 31, 2014. Peter Sidoti was disclosed as the principal beneficial owner. No public real estate records, yacht registries, or other high-value personal asset filings have been identified in available research.

Quick Facts

Biography and Career Timeline

Peter T. Sidoti built his career as a Wall Street small-cap and micro-cap equity analyst before striking out on his own. His professional background in sell-side research gave him the network and credibility needed to attract institutional clients when he launched Sidoti & Company in March 1999, a period when large investment banks were scaling back coverage of smaller companies to focus on higher-fee businesses. That timing was the firm's core commercial insight: small and micro-cap companies were underserved, institutional investors still needed research on them, and an independent boutique could fill the gap profitably.

The firm grew its model around three revenue pillars: institutional equity research, company-sponsored research (where issuers pay for coverage of their stock), and investor conferences that connect small-cap management teams with fund managers. A 2009 Forbes profile described Sidoti & Company as one of the notable boutique research firms to have gained traction after the collapse of the integrated investment banks, citing the demand for independent, conflict-light research. A 2009 Forbes profile ('Second Coming Of Boutique Research Firms') described Sidoti & Company as one of the notable boutique research firms to have gained traction after the collapse of integrated investment banks Second Coming Of Boutique Research Firms — Forbes (2009 profile referencing Sidoti & Company). By the time of the 2015 SEC filing, the firm employed roughly 51 to 200 people (per third-party estimates on Glassdoor and Owler) and was generating estimated annual revenues in the $5 million to $25 million range, though those figures are approximations from commercial data aggregators rather than audited numbers.

In 2015, Sidoti Holding Company, LLC (the parent entity Peter Sidoti controls) filed a Form S-1 registration statement with the SEC, signaling an intention to pursue a public offering. The filing is the most detailed window into the firm's finances available in the public record. It disclosed that, concurrent with any offering, Peter Sidoti planned to withdraw approximately $5.0 million representing his initial capital contribution to the holding company. The IPO did not proceed to completion, leaving the firm private, which is why personal wealth estimates remain difficult to pin down.

Alongside the broker-dealer, Peter Sidoti seeded a proof-of-concept investment vehicle, Sidoti Micro Cap Fund, LP, which the S-1 disclosed had total assets under management of $2.0 million at the time of filing, funded by Peter Sidoti and three family members. This fund represents a small but direct asset management interest on top of the firm ownership.

Key income-generating milestones

1. March 1999: Founded Sidoti & Company, LLC as an independent equity research boutique focused on small and micro-cap companies.
2. April 24, 2000: Formally registered with Sidoti & Company, LLC through FINRA (CRD# 1359648), cementing his role as a registered broker-dealer principal.
3. 2009: Firm profiled by Forbes as a beneficiary of the post-financial-crisis retreat by large banks from small-cap research, signaling growth in the firm's market position.
4. 2014: Sidoti Holding Company, LLC reported $12.07 million in total consolidated assets and $6.5 million in liquid assets (December 31, 2014 audited statements).
5. 2015: Sidoti Holding Company, LLC filed Form S-1/A with the SEC; filing disclosed a planned $5.0 million capital withdrawal by Peter Sidoti and the existence of the Sidoti Micro Cap Fund, LP ($2.0 million AUM).
6. 2015–present: The public offering was not completed; firm remains private under Peter Sidoti's control as Chairman and CEO.

Net Worth Breakdown

Assets and Income Streams in Detail

Sidoti & Company and the holding structure

The dominant asset is Peter Sidoti's controlling stake in Sidoti Holding Company, LLC, the parent of the operating broker-dealer. The 2015 SEC S-1 identifies Peter T. Sidoti, the Sidoti Family Trust, and certain executives as principal stockholders, with Sidoti holding the majority beneficial interest. The filing showed total consolidated assets of $12,074,072 as of December 31, 2014, of which $6.5 million was cash and cash equivalents held at the firm level. A private broker-dealer of this scale, generating estimated revenues of $5 million to $25 million per year (per commercial estimates), would typically trade at a multiple of 0.5x to 1.5x revenue or at book value, depending on earnings quality and market conditions. Applying those ranges to the available asset base produces a firm equity value in the range of $8 million to $18 million, though this is a rough approximation.

Planned capital withdrawal and personal liquidity

The 2015 S-1 disclosed that Peter Sidoti intended to withdraw $5.0 million from the holding company concurrent with any IPO, described as the return of his initial capital contribution. Because the IPO did not complete, it is unclear whether this withdrawal occurred in full. If it did, that sum would represent a significant personal liquid asset. The firm's $6.5 million in firm-level cash (as of end-2014) provides context for the scale of liquidity available within the business, but firm cash is not the same as personal wealth.

Sidoti Micro Cap Fund

Peter Sidoti seeded the Sidoti Micro Cap Fund, LP as a proof-of-concept asset management vehicle. The S-1 disclosed $2.0 million in AUM, contributed by Sidoti and three family members. This is a small sum relative to the overall firm but confirms a direct personal investment in the firm's nascent asset management strategy. Whether the fund grew, shrank, or was wound down since 2015 is not publicly disclosed.

Revenue model and ongoing income

Sidoti & Company earns revenue through three main channels: institutional equity commissions (buy-side clients paying for research via trading commissions), company-sponsored research fees (issuers paying for coverage), and investor conference fees. As a private company, the firm does not publish revenue or profit figures. The $200,000 distribution from Sidoti & Company to Sidoti Holding Company noted in the 2014 S-1 financial statements gives a small data point on dividend or distribution activity, but it is too limited to extrapolate a reliable ongoing income figure for Peter Sidoti personally.

How the Estimate Was Built: Methodology and Confidence

The core method used here is an asset-based approach anchored to the 2015 SEC Form S-1/A filing, the only document with audited financial data on the holding structure Peter Sidoti controls. From there, a simple private-company comparable valuation was applied using publicly known multiples for small broker-dealers and research boutiques. Revenue and employee count estimates from Glassdoor and Owler were used only to sense-check the magnitude, not as primary inputs, because they are unaudited commercial estimates.

There is no independently verified personal net worth figure for Peter Sidoti published by Forbes, Bloomberg, or any other recognized wealth-ranking outlet. No personal real estate, art, or investment disclosures were identified. The $15 million central estimate is therefore a floor-to-ceiling range anchored on the one available hard data point (the 2014 holding company balance sheet) and inflated slightly for the decade-plus of operations since that filing. Readers should treat this as an informed approximation, not a verified figure.

Controversies, Litigation, and Philanthropy

No material litigation, regulatory sanctions, or enforcement actions against Peter T. Sidoti personally were identified in the available public record, including FINRA BrokerCheck (CRD# 1359648). FINRA BrokerCheck lists Peter T. Sidoti (CRD# 1359648) as currently employed by and registered with Sidoti & Company, LLC and shows a registration history dating to April 24, 2000 (BrokerCheck Report, PETER T. SIDOTI (FINRA)) blank" rel="noopener noreferrer">BrokerCheck Report — PETER T. SIDOTI (FINRA). BrokerCheck is the primary regulatory disclosure database for registered broker-dealer professionals in the United States, and its record for Sidoti shows ongoing registration without disclosed disciplinary events based on available research.

It is worth noting that company-sponsored research, one of Sidoti & Company's disclosed revenue streams, has historically attracted regulatory scrutiny across the industry because of potential conflicts of interest between paid coverage and objective analysis. However, no specific regulatory action against Sidoti & Company or Peter Sidoti related to this practice was identified in available public sources. Readers wanting to verify this should check the full BrokerCheck record and the SEC's EDGAR database for the firm's most recent filings directly.

No philanthropy or charitable foundation activity in Peter Sidoti's name was identified in the public record during research for this profile. This absence is not unusual for private, mid-market financial professionals who are not required to make such disclosures.

How Peter Sidoti Compares to Other Greek-Heritage Finance Figures

Placing Peter Sidoti in context requires some nuance. He operates in institutional equities and boutique research, a segment of finance that generates substantial professional income but rarely produces the headline-level fortunes associated with Greek shipping dynasties or large-scale real estate investors. For a sector peer comparison, see the peter giannatos net worth profile. His estimated $10 million to $25 million range puts him firmly in the category of a successful private business owner rather than an ultra-high-net-worth individual.

For comparison within this site, Peter Christodoulo built wealth through a different financial services trajectory with a distinct asset base, while Peter Giannatos and Peter Sergakis represent Greek-heritage entrepreneurs with exposure to hospitality, real estate, and licensing businesses that produce quite different risk and return profiles. The Sergakis net worth profile provides a useful parallel for understanding how Greek-Australian and Greek-diaspora business owners monetize private company stakes, which is structurally similar to the challenge of valuing Peter Sidoti's holding company interest. For a direct comparison, see the Peter Sergakis net worth profile. The key difference is sector: where Sergakis-type operators often hold tangible real estate and licensed premises that are easier to value, Sidoti's core asset is a people-dependent financial services firm whose value is harder to quantify without current financials.

What This Estimate Really Means, Its Limits, and Where to Look Next

The $15 million central estimate should be read as a directional indicator rather than a precise figure. It tells you Peter Sidoti is not a billionaire, is not in the top tier of Wall Street wealth, but has built a genuinely substantial private business over more than 25 years. The most important limitation is that the last hard financial data available is from the 2014 audited statements in the 2015 S-1. The firm has had more than a decade of operations since then, with market cycles (including COVID-era disruptions to small-cap markets and conference revenue) that could have meaningfully changed the picture in either direction.

If you want to dig deeper into the verifiable numbers, the following primary sources are the right places to start:

• SEC EDGAR: Search for 'Sidoti & Company' or 'Sidoti Holding Company' to find the Form S-1/A filing and any subsequent filings (edgar.sec.gov).
• FINRA BrokerCheck: Search CRD# 1359648 for Peter T. Sidoti's full regulatory history, disclosures, and current registrations (brokercheck.finra.org).
• State business registries: New York's Division of Corporations shows entity registration and status for Sidoti & Company, LLC and related entities.
• Glassdoor and Owler: Useful for rough revenue and headcount benchmarks, but treat all figures as approximations.
• Related profiles on this site: Peter Christodoulo, Peter Giannatos, Peter Sergakis, and the Sergakis net worth profile all offer comparative context for Greek-heritage business owners and their wealth structures.

The single most important update that would change this estimate is the publication of any new SEC filing, sale of the firm, or completion of a public offering, any of which would provide fresh, audited financial data. Until then, $10 million to $25 million with a $15 million central point is the most defensible range the available evidence supports.

Suggested Image Placements and Caption Guidance

Hero image: A professional headshot or public appearance photo of Peter T. Sidoti, ideally from a Sidoti & Company investor conference or financial media appearance. Suggested caption: 'Peter T. Sidoti, founder, Chairman and CEO of Sidoti & Company, LLC, at one of the firm's investor conferences. The firm is the primary source of his estimated net worth.'

Asset photo: An image of the Sidoti & Company office or the firm's New York headquarters exterior. Suggested caption: 'Sidoti & Company's New York offices. The private broker-dealer, founded in 1999, is the dominant asset in Peter Sidoti's estimated net worth of $10M to $25M.'

Timeline graphic: A horizontal career and wealth milestone timeline covering 1999 (firm founding), 2000 (FINRA registration), 2009 (Forbes profile / post-GFC growth), 2014 (last audited balance sheet: $12.07M total assets), and 2015 (SEC S-1 filing and planned $5M capital withdrawal). Suggested caption: 'Key milestones in Peter Sidoti's career and the financial events that anchor the net worth estimate.'

SEC document image: A screenshot or representative image of the cover page of the Sidoti Holding Company Form S-1/A filing on SEC EDGAR. Suggested caption: 'The 2015 SEC Form S-1/A filed by Sidoti Holding Company, LLC is the primary public financial document used to estimate Peter Sidoti's net worth.'