SourcingSourcing

HUIZENGA CAPITAL MANAGEMENT, LLC

C37
CRD 156524·SEC 801-72685·OAK BROOK, IL
AUM
$996.7M
$500M-$1B
Est. Revenue
$10.0M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUIZENGA CAPITAL MANAGEMENT, LLC
CRD
156524
SEC file #
801-72685
EIN
862674035
DBA names
—

Economics

AUM
$996.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$618.7M → $996.7M▲ +61%
Client mix
Pooled Investment Vehicles21

Operations

Employees (total)
13
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
OAK BROOK IL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
huizcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRADLEY, DAVID
Top Owner Pct
37.5
Owner Count
6
Control Persons
BRADLEY, DAVID
HUIZENGA, HEIDI, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.743
Web Signal Quality
ok
Wayback Last Material Change
2025-02-06T23:03:22.000Z
Wayback Snapshot Count
20
Wayback Snapshots Last 12mo
1
Wayback First Snapshot
2018-08-05T10:24:51.000Z
Wayback Last Snapshot
2025-07-11T23:01:51.000Z
Rdap Domain
HUIZCAP.COM
Rdap Domain Creation Date
2011-03-24T18:57:44Z
Rdap Firm Age Years
15
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
0001852907
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2021-04-30
Edgar Last Filing Date
2025-12-17
Edgar Form D Count
2
Edgar Form D Offerings
2025-12-172025-12-17 · 0000911916-25-000107
2021-04-302021-04-30 · 0001786306-21-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5333
Soi Zip Pct 200k Plus
0.355
Soi Zip Returns 200k Plus
1970
Soi Zip Total AGI
2,064,538
Census Median Hh Income
106,185
Census High Income Households
1,367
Census Median Age
56.1
Census Pop 65 66 Total
339
Census Total Households
4,399
Census NAICS 523930 Count
17
Fdic Zip Total Deposits
62,941,244,000
Fdic Zip Branch Count
265
Fdic Zip Top Banks
Republic Bank of Chicago
Evergreen Bank Group

Compliance & brand

Firm Registration Status
active
Nfa Member Status
unresolved

All other collected signals (34)

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
Census Bachelors Plus Count
2,475
Census Median Home Value
714,700
Census NAICS 523930 Employees
0
Census Unemployed Count
375
Census Zip
60523
Custodian Candidates
Full
Fidelity36
Morgan Stanley8
E*trade4
Edgar Addresses
Mailing
2215 YORK ROADSUITE 500OAK BROOK, IL 60523
Business
2215 YORK ROADSUITE 500OAK BROOK, IL 60523
Edgar EIN
862674035
Edgar Recent Filings
D2025-12-17 · 0000911916-25-000107
D2021-04-30 · 0001786306-21-000002
Fdic Zip Branches Raw
Manufacturers BankOak Brook, IL
The Leaders BankOak Brook, IL
Fdic Zip HHI
838.23
Fdic Zip Top Bank Share Pct
12.86
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-07-23T11:59:59Z
Rdap Domain Last Changed
2023-07-18T19:58:08Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,303
Returns1,160
Stub 2
AGI20,837
Returns550
Stub 3
AGI30,185
Returns490
Soi Zip Total Business Income
47,955
Soi Zip Total Cap Gains
517,703
Soi Zip Total Dividends
138,202
Soi Zip Total Returns
5,550
Top Owner CRD
5917078
Trust Company Affiliate
No
Wayback Avg Days Between Changes
339.6
Wayback Distinct Digest Count
8

People (5)

5
BRADLEY, DAVID
Owner · Direct Owner · 37.5%
5917078
HUIZENGA, HEIDI, A
Owner · Direct Owner · 37.5%
6963518
HUIZENGA, PETER
Owner · Direct Owner · 37.5%
5917083
KURUVILLA, JASON
Executive Officer · 2.5%
8049073
TURZA, VIRGINIA
Executive Officer · 2.5%
5917082