SourcingSourcing

GABLES CAPITAL MANAGEMENT INC

B53
CRD 109608·SEC 801-54966·MIAMI, FL
AUM
$438.8M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GABLES CAPITAL MANAGEMENT INC
CRD
109608
SEC file #
801-54966
EIN
000000000
DBA names
Gables Capital Management, Inc.

Economics

AUM
$438.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$355.9M → $438.8M▲ +23%
Client mix
Individuals High Net Worth76
Corporations54
Individuals Other43
Pension Profit Sharing Plans3
Pooled Investment Vehicles1

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
gablescapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCKENNA, ERIC, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCKENNA, ERIC, MICHAEL
NEIWIRTH, JUDITH, ELLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GABLESCAPITAL.COM
Rdap Domain Creation Date
1998-10-22T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001043997
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2009-03-13
Edgar Last Filing Date
2026-03-04
Edgar Form D Count
18
Edgar Form D Offerings
2026-03-042026-03-04 · 0001043997-26-000001
2025-03-052025-03-05 · 0001043997-25-000001
Edgar Former Names
CYPRESS GROVE PARTNERS LP

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
CYPRESS GROVE MANAGEMENT, INC.801 BRICKELL AVENUE, SUITE 2320MIAMI, FL 33131
Business
CYPRESS GROVE MANAGEMENT, INC.801 BRICKELL AVENUE, SUITE 2320MIAMI, FL 33131
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-04 · 0001043997-26-000001
D/A2025-03-05 · 0001043997-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-21T04:00:00Z
Rdap Domain Last Changed
2025-01-28T23:26:48Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1382609
Trust Company Affiliate
No

People (3)

3
MCKENNA, ERIC, MICHAEL
IAR · Direct Owner · 62.5%
1382609
NEIWIRTH, JUDITH, ELLEN
IAR · Direct Owner · 37.5%
1005478
Alec Michael McKenna
IAR
6709966