SourcingSourcing

GOBI CAPITAL LLC

C32
CRD 151427·SEC 801-108076·BEVERLY HILLS, CA
AUM
$2.69B
$1B+
Est. Revenue
$26.9M
@ 1% on AUM
Est. EBITDA
$8.1M
@ 30% margin
Est. Deal Value
$64.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOBI CAPITAL LLC
CRD
151427
SEC file #
801-108076
EIN
272826124
DBA names
—

Economics

AUM
$2.69B
AUM band
$1B+
AUM trajectory
'20'26
$956.7M → $2.69B▲ +181%
Client mix
Pooled Investment Vehicles7
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
BEVERLY HILLS CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/gobicap(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHAN, BO, LEILEI
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SHAN, BO, LEILEI
CHEN, STEVEN, YU-CHIEH
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

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001494457
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2010-08-19
Edgar Last Filing Date
2025-12-18
Edgar Form D Count
18
Edgar Form D Offerings
2025-12-182025-12-18 · 0001494457-25-000003
2025-08-052025-08-05 · 0001494457-25-000002

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
Pershing12
Goldman Sachs12
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
C/O GOBI CAPITAL LLC909 MONTGOMERY STREET, SUITE 400SAN FRANCISCO, CA 94133
Business
C/O GOBI CAPITAL LLC909 MONTGOMERY STREET, SUITE 400SAN FRANCISCO, CA 94133
Edgar EIN
272826124
Edgar Recent Filings
D/A2025-12-18 · 0001494457-25-000003
D/A2025-08-05 · 0001494457-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5321003
Trust Company Affiliate
No

People (2)

2
BO LEILEI SHAN
Direct Owner · 87.5%
5321003
CHEN, STEVEN, YU-CHIEH
Executive Officer · 2.5%
6631463