SourcingSourcing

BRACEBRIDGE CAPITAL, LLC

C26
CRD 158343·SEC 801-73416·BOSTON, MA
AUM
$100.35B
$1B+
Est. Revenue
$1.00B
@ 1% on AUM
Est. EBITDA
$301.0M
@ 30% margin
Est. Deal Value
$2.41B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRACEBRIDGE CAPITAL, LLC
CRD
158343
SEC file #
801-73416
EIN
000000000
DBA names
—

Economics

AUM
$100.35B
AUM band
$1B+
AUM trajectory
'20'26
$26.59B → $100.35B▲ +277%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
168
Advisory staff (per ADV)
59
Advisory staff (5-yr trend)
'20'26
44 advisors → 59 advisors▲ +34%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow 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
bracebridgecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRACEBRIDGE CAPITAL II, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BRACEBRIDGE CAPITAL II, L.P.
TROWBRIDGE HOLDINGS, LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRACEBRIDGECAPITAL.COM
Rdap Domain Creation Date
2000-08-08T20:08:23Z
Rdap Firm Age Years
26
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
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
404
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001486250
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2010-03-23
Edgar Last Filing Date
2025-06-25
Edgar Form D Count
18
Edgar Form D Offerings
2025-06-252025-06-25 · 0001486250-25-000001
2024-06-172024-06-17 · 0001486250-24-000001

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
State Street60
Morgan Stanley30
U.s. Bank24
Bny Mellon24
E*trade4
Edgar Addresses
Mailing
WAYSTONE CORPORATE SERVICES (CAYMAN) LTDSUITE 5B201, 2ND FLOOR, ONE NEXUS WAYGRAND CAYMAN, E9, KY1-1108
Business
WAYSTONE CORPORATE SERVICES (CAYMAN) LTDSUITE 5B201, 2ND FLOOR, ONE NEXUS WAYGRAND CAYMAN, E9, KY1-1108
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-06-25 · 0001486250-25-000001
D/A2024-06-17 · 0001486250-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-08-08T20:08:23Z
Rdap Domain Last Changed
2025-03-12T22:08:48Z
Rdap Nameservers
Jewel.ns.cloudflare.comPhil.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
SUNSHINE, GABRIEL, BRENDAN
Executive Officer · 2.5%
2172179
ZIMMERMAN, NANCY, GAIL
Executive Officer · 2.5%
1712595
Kudlacik, Scott, R
Executive Officer · 2.5%
5995665
SPINNEY, JOHN, NICHOLAS
Executive Officer · 2.5%
4798847
TOWNLEY, WILLIAM, DANFORTH
Executive Officer · 2.5%
6776895