SourcingSourcing

ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC

C35
CRD 159393·SEC 801-73937·BOCA RATON, FL
AUM
$679.5M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
CRD
159393
SEC file #
801-73937
EIN
301149110
DBA names
—

Economics

AUM
$679.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$996.1M → $679.5M▼ -32%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
47
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
18 advisors → 20 advisors▲ +11%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
encorecm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ENCORE CAPITAL MANAGEMENT, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ENCORE CAPITAL MANAGEMENT, LP
AVILA, ANTHONY, GENE
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
ENCORECM.COM
Rdap Domain Creation Date
2013-12-27T18:52:16Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001775618
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-05-03
Edgar Last Filing Date
2019-05-03
Edgar Form D Count
1
Edgar Form D Offerings
2019-05-032019-05-03 · 0001775618-19-000001

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
Wells Fargo6
E*trade4
Edgar Addresses
Mailing
C/O ENCORE OZONE MANAGING MEMBER, LLCONE LETTERMAN DR., BLDG. C, SUITE 3800SAN FRANCISCO, CA 94129
Business
C/O ENCORE OZONE MANAGING MEMBER, LLCONE LETTERMAN DR., BLDG. C, SUITE 3800SAN FRANCISCO, CA 94129
Edgar EIN
301149110
Edgar Recent Filings
D2019-05-03 · 0001775618-19-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-27T18:52:16Z
Rdap Domain Last Changed
2025-12-07T08:27:43Z
Rdap Nameservers
Ns1.mydomain.comNs2.mydomain.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
ANTHONY GENE AVILA
Executive Officer · 2.5%
2871741
CHISTE, JOHN, FRANCIS
Executive Officer · 2.5%
6030036
FALCONE, ARTHUR
Executive Officer · 2.5%
6021086
WILLIAM CHARLES POWERS
Executive Officer · 2.5%
1175173
VASQUEZ, OSCAR, DARIO
Executive Officer · 2.5%
6116776