SourcingSourcing

DVSM, LP

C36
CRD 160800·SEC 801-73250·PORTLAND, OR
AUM
$1.89B
$1B+
Est. Revenue
$18.9M
@ 1% on AUM
Est. EBITDA
$5.7M
@ 30% margin
Est. Deal Value
$45.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DVSM, LP
CRD
160800
SEC file #
801-73250
EIN
—
DBA names
Endeavour Capital

Economics

AUM
$1.89B
AUM band
$1B+
AUM trajectory
'20'26
$2.34B → $1.89B▼ -19%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
24
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
20 advisors → 16 advisors▼ -20%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/endeavour-capital_2(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BABSON, STEPHEN, EDMUND
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
BABSON, STEPHEN, EDMUND
DORMAN, DAVID, MARK
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 Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6025230
Trust Company Affiliate
No

People (8)

8
BABSON, STEPHEN, EDMUND
Direct Owner · 17.5%
6025230
DORMAN, DAVID, MARK
Direct Owner · 17.5%
1707763
JONES, LELAND, MAUK
Direct Owner · 17.5%
6025232
RICHMOND, AARON, SAMUEL
Direct Owner · 17.5%
6025231
VON SCHLEGELL, JOHN, EVANS
Direct Owner · 17.5%
5285379
WAGNER, BRADAIGH, O'FLANAGAN
Direct Owner · 17.5%
2951477
ADLER, LAUREN, MARCROFT
Executive Officer · 2.5%
6841967
WALLACE, ERIN, NICOLA
Executive Officer · 2.5%
6841965