DIVISAR CAPITAL MANAGEMENT, LLC

C42
CRD 149091·SEC 801-107612·SAN FRANCISCO, CA
AUM
$812.8M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIVISAR CAPITAL MANAGEMENT, LLC
CRD
149091
SEC file #
801-107612
EIN
000000000
DBA names

Economics

AUM
$812.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$663.8M → $812.8M▲ +22%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
SAN FRANCISCO CA
Branches

Custodian & Brokerage

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

Filings

Latest ADV filing
03/26/2026
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
BAUGHMAN, STEVEN, RICHARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BAUGHMAN, STEVEN, RICHARD
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
0001639243
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2015-04-14
Edgar Last Filing Date
2025-11-04
Edgar Form D Count
11
Edgar Form D Offerings
2025-11-042025-11-04 · 0001639243-25-000002
2024-11-082024-11-08 · 0001639243-24-000001

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
Full
Goldman Sachs8
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
275 SACRAMENTO STREET, 8TH FLOORSAN FRANCISCO, CA 94111
Business
275 SACRAMENTO STREET, 8TH FLOORSAN FRANCISCO, CA 94111
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-11-04 · 0001639243-25-000002
D/A2024-11-08 · 0001639243-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5234219
Trust Company Affiliate
No