SourcingSourcing

ABRAMS BISON INVESTMENTS, L.L.C.

C41
CRD 137183·SEC 801-65657·BETHESDA, MD
AUM
$2.51B
$1B+
Est. Revenue
$25.1M
@ 1% on AUM
Est. EBITDA
$7.5M
@ 30% margin
Est. Deal Value
$60.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABRAMS BISON INVESTMENTS, L.L.C.
CRD
137183
SEC file #
801-65657
EIN
000000000
DBA names
—

Economics

AUM
$2.51B
AUM band
$1B+
AUM trajectory
'20'26
$2.20B → $2.51B▲ +14%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABRAMS, GAVIN, M
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
ABRAMS, GAVIN, M
ABRAMS PRIMARY TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001317587
Edgar Registered
Yes
Edgar Filing Count
113
Edgar First Filing Date
2005-02-14
Edgar Last Filing Date
2026-05-15
Edgar Form D Count
16
Edgar Form D Offerings
2025-05-222025-05-22 · 0000919574-25-003340
2024-05-222024-05-22 · 0000919574-24-003291

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Northern Trust2
Full
Goldman Sachs10
Bny Mellon6
E*trade4
Northern Trust2
Jpmorgan2
Edgar Addresses
Mailing
3 BETHESDA METRO CENTERSUITE 1250BETHESDA, MD 20814
Business
3 BETHESDA METRO CENTERSUITE 1250BETHESDA, MD 20814
Edgar EIN
000000000
Edgar Recent Filings
13F-NT2026-05-15 · 0000919574-26-003518
13F-NT2026-02-17 · 0000919574-26-001211
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5062781
Trust Company Affiliate
No

People (2)

2
ABRAMS, GAVIN, M
Direct Owner · 87.5%
5062781
MISSMAR, SANDRA
Executive Officer · 2.5%
4689240