VAN DEN BERG MANAGEMENT I, INC.
C46
CRD 112308·SEC 801-14809·AUSTIN, TX
AUM
$679.5M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.03B
'21 · $855.6M
'22 · $618.2M
'23 · $718.7M
'25 · $568.6M
'26 · $679.5M
'20'26
$1.03B → $679.5M▼ -34%
Client mix
| Individuals Other | 576 |
| Individuals High Net Worth | 131 |
| Corporations | 12 |
| Pension Profit Sharing Plans | 10 |
| Charitable Organizations | 7 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 7 advisors
'22 · 9 advisors
'23 · 8 advisors
'25 · 11 advisors
'26 · 12 advisors
'20'26
7 advisors → 12 advisors▲ +71%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
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.
Edgar Addresses
Mailing
805 LAS CIMAS PARKWAYSUITE 305AUSTIN, TX 78746
Business
805 LAS CIMAS PARKWAYSUITE 305AUSTIN, TX 78746
Edgar Recent Filings
13F-HR2026-05-15 · 0001398344-26-009228
13F-HR2026-02-17 · 0001398344-26-003217