SourcingSourcing

WEATHERGAGE CAPITAL, LLC

C33
CRD 156612·SEC 801-72853·AUSTIN, TX
AUM
$1.36B
$1B+
Est. Revenue
$13.6M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEATHERGAGE CAPITAL, LLC
CRD
156612
SEC file #
801-72853
EIN
000000000
DBA names
—

Economics

AUM
$1.36B
AUM band
$1B+
AUM trajectory
'20'26
$1.10B → $1.36B▲ +23%
Client mix
Pooled Investment Vehicles11

Operations

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

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
linkedin.com/company/1298047(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLIAMPTIS, TIM, ERIC
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BLIAMPTIS, TIM, ERIC
ELSEA, JUDITH, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
0001664470
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2016-02-17
Edgar Last Filing Date
2017-02-17
Edgar Form D Count
2
Edgar Form D Offerings
2017-02-172017-02-17 · 0001664470-17-000001
2016-02-172016-02-17 · 0001664470-16-000001

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
Raymond James20
Morgan Stanley15
Jpmorgan14
E*trade4
Edgar Addresses
Mailing
228 HAMILTON AVENUE, SUITE 300PALO ALTO, CA 94301
Business
820 RAMONA STREET, SUITE 100PALO ALTO, CA 94301
Edgar EIN
000000000
Edgar Recent Filings
D/A2017-02-17 · 0001664470-17-000001
D2016-02-17 · 0001664470-16-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4490114
Trust Company Affiliate
No

People (4)

4
BLIAMPTIS, TIM, ERIC
Direct Owner · 37.5%
4490114
ELSEA, JUDITH, ANN
Direct Owner · 37.5%
704760
HAMMOND, JOHN, BRADFORD
Direct Owner · 37.5%
4455317
GUITAR, SANDRA, MACKAY
Direct Owner · 17.5%
4568077