HILLMAN CAPITAL MANAGEMENT INC
A66
CRD 110096·SEC 801-57921·BETHESDA, MD
AUM
$195.9M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$588K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $127.8M
'21 · $159.0M
'22 · $209.2M
'23 · $327.2M
'25 · $308.0M
'26 · $195.9M
'20'26
$127.8M → $195.9M▲ +53%
Client mix
| Individuals Other | 117 |
| Individuals High Net Worth | 61 |
| Pension Profit Sharing Plans | 3 |
| Corporations | 3 |
| Investment Companies | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 2 advisors
'20'26
3 advisors → 2 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesOther Advisory Services
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 (17)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full
| Charles Schwab | 9 |
| E*trade | 4 |
| Wells Fargo | 2 |
| Morgan Stanley | 2 |
| Lpl Financial | 1 |
Edgar Addresses
Mailing
200 FIFTH AVENUE7TH FLRWALTHAM, MA 02451
Business
200 FIFTH AVENUE7TH FLRWALTHAM, MA 02451
Edgar Recent Filings
13F-HR2020-08-17 · 0001801770-20-000003
13F-HR2020-05-12 · 0001801770-20-000002