SourcingSourcing

ENCORE CONSUMER CAPITAL, LP

C35
CRD 157228·SEC 801-73651·SAN FRANCISCO, CA
AUM
$786.2M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$18.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENCORE CONSUMER CAPITAL, LP
CRD
157228
SEC file #
801-73651
EIN
000000000
DBA names
—

Economics

AUM
$786.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$382.0M → $786.2M▲ +106%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
12
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
11 advisors → 10 advisors▼ -9%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
encoreconsumercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDREW AND KATELYN WALLMAN
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
ANDREW AND KATELYN WALLMAN
SELLERS TRUST
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
ok
Rdap Domain
ENCORECONSUMERCAPITAL.COM
Rdap Domain Creation Date
2005-02-02T06:21:12Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
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
0001647089
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2015-07-10
Edgar Last Filing Date
2015-07-10
Edgar Form D Count
1
Edgar Form D Offerings
2015-07-102015-07-10 · 0001140361-15-027273

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Morgan Stanley15
E*trade4
Edgar Addresses
Mailing
111 PINE STREET, SUITE 1825SAN FRANCISCO, CA 94111
Business
111 PINE STREET, SUITE 1825SAN FRANCISCO, CA 94111
Edgar EIN
000000000
Edgar Recent Filings
D2015-07-10 · 0001140361-15-027273
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-02-02T06:21:12Z
Rdap Domain Last Changed
2025-08-22T01:19:22Z
Rdap Nameservers
Bjorn.ns.cloudflare.comKarsyn.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
BROWN, ROBERT, LEE
Executive Officer · 2.5%
5924015
PANTUSO, LEE, RAWSON
Executive Officer · 2.5%
6049454
SELLERS, SCOTT, ROBERT
Executive Officer · 2.5%
5912871
WALLMAN, KATELYN, MARY
Executive Officer · 2.5%
5277123