INTREPID CAPITAL MANAGEMENT INC
C30
CRD 108516·SEC 801-47894·JACKSONVILLE BEACH, FL
AUM
$1.62B
$1B+
Est. Revenue
$16.2M
@ 1% on AUM
Est. EBITDA
$4.9M
@ 30% margin
Est. Deal Value
$39.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $501.7M
'21 · $392.5M
'22 · $427.8M
'23 · $613.3M
'25 · $1.19B
'26 · $1.62B
'20'26
$501.7M → $1.62B▲ +224%
Client mix
| Individuals High Net Worth | 386 |
| Individuals Other | 265 |
| Corporations | 8 |
| Pension Profit Sharing Plans | 7 |
| Pooled Investment Vehicles | 4 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 10 advisors
'25 · 9 advisors
'26 · 9 advisors
'20'26
7 advisors → 9 advisors▲ +29%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Filings
ADV-W filed at
—
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 (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4 GREENWICH OFFICE PARK3RD FLOORGREENWICH, CT 06831
Business
4 GREENWICH OFFICE PARK3RD FLOORGREENWICH, CT 06831
Edgar Recent Filings
13F-HR2014-11-13 · 0001134459-14-000005
13F-HR2014-08-14 · 0001134459-14-000003