SourcingSourcing

COVE STREET CAPITAL, LLC

A83
CRD 156260·SEC 801-72231·HERMOSA BEACH, CA
AUM
$93.8M
$25M-$100M
Est. Revenue
$938K
@ 1% on AUM
Est. EBITDA
$282K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COVE STREET CAPITAL, LLC
CRD
156260
SEC file #
801-72231
EIN
275376591
DBA names
—

Economics

AUM
$93.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$900.2M → $93.8M▼ -90%
Client mix
Individuals High Net Worth10
Corporations4
Individuals Other3
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
5 advisors → 1 advisors▼ -80%
Primary office
HERMOSA BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
covestreetcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRONCHICK, JEFFREY, (NMN)
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BRONCHICK, JEFFREY, (NMN)
WEBER, MATTHEW, JAMES
Solo Advisor Indicator
Yes
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
ok
Rdap Domain
COVESTREETCAPITAL.COM
Rdap Domain Creation Date
2011-04-26T01:09:40Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
438,259
Form 5500 Compensation Trajectory 3y
2025438,259
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
438,259
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001531612
Edgar Registered
Yes
Edgar Filing Count
264
Edgar First Filing Date
2011-11-15
Edgar Last Filing Date
2025-11-13
Edgar 13f Count
59
Edgar 13f Latest AUM Estimate
Filing Date2025-11-13
Accession0001531612-25-000017

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers3
Edgar Addresses
Mailing
525 SOUTH DOUGLAS STREETSUITE 225EL SEGUNDO, CA 90245
Business
525 SOUTH DOUGLAS STREETSUITE 225EL SEGUNDO, CA 90245
Edgar EIN
275376591
Edgar Recent Filings
13F-HR2025-11-13 · 0001531612-25-000017
13F-HR2025-08-14 · 0001531612-25-000013
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-26T01:09:40Z
Rdap Domain Last Changed
2026-04-26T18:01:59Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1332312
Trust Company Affiliate
No

People (2)

2
BRONCHICK, JEFFREY, (NMN)
IAR · Direct Owner · 87.5%
1332312
WEBER, MATTHEW, JAMES
Direct Owner · 17.5%
3102146