FIRST ENDOWMENT DEVELOPMENT CORP
C50
CRD 105335·SEC 801-22496·HOUSTON, TX
AUM
$2.80B
$1B+
Est. Revenue
$28.0M
@ 1% on AUM
Est. EBITDA
$8.4M
@ 30% margin
Est. Deal Value
$67.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $2.18B
'21 · $2.39B
'22 · $3.37B
'23 · $3.37B
'25 · $2.24B
'26 · $2.80B
'20'26
$2.18B → $2.80B▲ +28%
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 8 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 9 advisors
'26 · 10 advisors
'20'26
8 advisors → 10 advisors▲ +25%
Branches
| Count | 6 |
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.