SourcingSourcing

MARIN CAPITAL MANAGEMENT, LLC

B52
CRD 136075·SEC 801-122613·NOVATO, CA
AUM
$170.8M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$512K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARIN CAPITAL MANAGEMENT, LLC
CRD
136075
SEC file #
801-122613
EIN
851986083
DBA names
Mcm Wealth

Economics

AUM
$170.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$140.2M → $170.8M▲ +22%
Client mix
Individuals High Net Worth69
Individuals Other14
Corporations2

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'22'26
4 advisors → 6 advisors▲ +50%
Primary office
NOVATO CA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
mcmwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAKIM, GEOFFREY, AMEEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HAKIM, GEOFFREY, AMEEN
HOYT, ROBERT, MARK
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
MCMWEALTH.COM
Rdap Domain Creation Date
2010-12-10T21:25:43Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001819854
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2020-08-17
Edgar Last Filing Date
2025-12-31
Edgar Form D Count
6
Edgar Form D Offerings
2025-12-312025-12-31 · 0001819854-25-000002
2024-12-062024-12-06 · 0001819854-24-000001

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
7250 REDWOOD BLVDSUITE 300NOVATO, CA 94945
Business
7250 REDWOOD BLVDSUITE 300NOVATO, CA 94945
Edgar EIN
851986083
Edgar Recent Filings
D/A2025-12-31 · 0001819854-25-000002
D/A2024-12-06 · 0001819854-24-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-10T21:25:43Z
Rdap Domain Last Changed
2025-12-11T17:47:44Z
Rdap Nameservers
Ns1.jubjub.netNs2.jubjub.netNs3.jubjub.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2322348
Trust Company Affiliate
No

People (4)

4
HAKIM, GEOFFREY, AMEEN
IAR · Direct Owner · 62.5%
2322348
HOYT, ROBERT, MARK
IAR · Direct Owner · 37.5%
6306107
MATTHEW CRENSHAW GROPP
IAR
6302332
Brian Jeffrey Jackson
IAR
6561639