SourcingSourcing

CID CAPITAL II, INC.

C24
CRD 160776·SEC 801-79434·CARMEL, IN
AUM
$515.8M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CID CAPITAL II, INC.
CRD
160776
SEC file #
801-79434
EIN
883357913
DBA names
—

Economics

AUM
$515.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$216.1M → $515.8M▲ +139%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
12
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
9 advisors → 12 advisors▲ +33%
Primary office
CARMEL IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
cidcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRUUN, ERIC, J
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BRUUN, ERIC, J
COBB, STEVE, A
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
CIDCAP.COM
Rdap Domain Creation Date
2005-09-13T21:04:11Z
Rdap Firm Age Years
21
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
No

SEC EDGAR

Edgar Cik
0001944008
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-08-25
Edgar Last Filing Date
2022-08-25
Edgar Form D Count
1
Edgar Form D Offerings
2022-08-252022-08-25 · 0001944008-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
E*trade4
Edgar Addresses
Mailing
10201 N. ILLINOIS STREETSUITE 200CARMEL, IN 46290
Business
10201 N. ILLINOIS STREETSUITE 200CARMEL, IN 46290
Edgar EIN
883357913
Edgar Recent Filings
D2022-08-25 · 0001944008-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-13T21:04:11Z
Rdap Domain Last Changed
2021-07-15T08:06:20Z
Rdap Nameservers
Ns69.worldnic.comNs70.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6021587
Trust Company Affiliate
No

People (5)

5
BRUUN, ERIC, J
Direct Owner · 37.5%
6021587
COBB, STEVE, A
Direct Owner · 37.5%
6021591
DERHEIMER, ERIC, BENJAMIN
Direct Owner · 37.5%
4827113
HECK, CORY, W
Direct Owner · 37.5%
7517048
MORGAN, DEBORAH, ANNE
Executive Officer · 2.5%
6298429