SourcingSourcing

FRAZIER MANAGEMENT, L.L.C.

C17
CRD 157324·SEC 801-81162·SEATTLE, WA
AUM
$7.72B
$1B+
Est. Revenue
$77.2M
@ 1% on AUM
Est. EBITDA
$23.2M
@ 30% margin
Est. Deal Value
$185.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FRAZIER MANAGEMENT, L.L.C.
CRD
157324
SEC file #
801-81162
EIN
000000000
DBA names
Frazier Healthcare Partners

Economics

AUM
$7.72B
AUM band
$1B+
AUM trajectory
'20'26
$3.47B → $7.72B▲ +122%
Client mix
Pooled Investment Vehicles24

Operations

Employees (total)
100
Advisory staff (per ADV)
76
Advisory staff (5-yr trend)
'20'26
50 advisors → 76 advisors▲ +52%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/frazier-healthcare-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALKI FUND, INC.
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
ALKI FUND, INC.
BJM WASHINGTON HOLDINGS LLC
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
0001725288
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2017-12-14
Edgar Last Filing Date
2018-04-10
Edgar Form D Count
2
Edgar Form D Offerings
2018-04-102018-04-10 · 0001140361-18-017872
2017-12-142017-12-14 · 0001140361-17-046263

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Jpmorgan42
E*trade4
Edgar Addresses
Mailing
601 UNION ST., STE. 3200SEATTLE, WA 98101
Business
601 UNION ST., STE. 3200SEATTLE, WA 98101
Edgar EIN
000000000
Edgar Recent Filings
D/A2018-04-10 · 0001140361-18-017872
D2017-12-14 · 0001140361-17-046263
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
BAILEY, STEVE, RAY
Executive Officer · 2.5%
5909541
EVERY, NATHAN, ROBERT
Executive Officer · 2.5%
6458083
MAGNANO, BEN, JOSEPH
Executive Officer · 2.5%
6628673
MORFITT, BRIAN, KINGSTON
Executive Officer · 2.5%
6628679
NAINI, NADER, JAFARI
Executive Officer · 2.5%
1948833
ZAORSKI, PHILIP, THOMAS
Executive Officer · 2.5%
5824671