CIC PARTNERS MANAGEMENT LLC
C36
CRD 158019·SEC 801-74267·DALLAS, TX
AUM
$438.0M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $369.5M
'21 · $371.9M
'22 · $367.6M
'23 · $349.5M
'25 · $546.5M
'26 · $438.0M
'20'26
$369.5M → $438.0M▲ +19%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
4 advisors → 5 advisors▲ +25%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2018-03-052018-03-05 · 0001697792-18-000002
2017-10-252017-10-25 · 0001697792-17-000005
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3879 MAPLE AVENUESUITE 400DALLAS, TX 75219
Business
3879 MAPLE AVENUESUITE 400DALLAS, TX 75219
Edgar Recent Filings
D/A2018-03-05 · 0001697792-18-000002
D/A2017-10-25 · 0001697792-17-000005