SourcingSourcing

FALCON BRIDGE CAPITAL II, LLC

C41
CRD 156661·SEC 801-72513·OAKLAND, CA
AUM
$192.7M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$578K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FALCON BRIDGE CAPITAL II, LLC
CRD
156661
SEC file #
801-72513
EIN
—
DBA names
Falcon Bridge Capital

Economics

AUM
$192.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$100.0M → $192.7M▲ +93%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
OAKLAND CA
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
falconbridgecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHOWDRY, SUNIL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CHOWDRY, SUNIL
DROBENAIRE, H JUSTIN
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
ok
Rdap Domain
FALCONBRIDGECAPITAL.COM
Rdap Domain Creation Date
2006-01-19T16:27:21Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
U.s. Bank4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-19T16:27:21Z
Rdap Domain Last Changed
2023-11-20T08:20:41Z
Rdap Nameservers
Ns53.worldnic.comNs54.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5907091
Trust Company Affiliate
No

People (3)

3
CHOWDRY, SUNIL
IAR · Direct Owner · 87.5%
5907091
DROBENAIRE, H JUSTIN
IAR · Executive Officer · 2.5%
1569191
AGNIESZKA ZDZISLAWA LINSKY
IAR
5957846