SourcingSourcing

GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC

C26
CRD 160830·SEC 801-74396·DALLAS, TX
AUM
$1.54B
$1B+
Est. Revenue
$15.4M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$37.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
CRD
160830
SEC file #
801-74396
EIN
800761223
DBA names
—

Economics

AUM
$1.54B
AUM band
$1B+
AUM trajectory
'20'26
$512.1M → $1.54B▲ +201%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROWE MANAGEMENT TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ROWE MANAGEMENT TRUST
BEECHERL, GINETTE, ROWE
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001532262
Edgar Registered
Yes
Edgar Filing Count
61
Edgar First Filing Date
2012-02-06
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
59
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001532262-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
3879 MAPLE AVENUESUITE 350DALLAS, TX 75219
Business
3879 MAPLE AVENUESUITE 350DALLAS, TX 75219
Edgar EIN
800761223
Edgar Recent Filings
13F-HR2026-05-15 · 0001532262-26-000003
13F-HR2026-02-13 · 0001532262-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
BEECHERL, GINETTE, ROWE
IAR · Executive Officer · 2.5%
5693381
KUPPIN, HERBERT, R
Executive Officer · 2.5%
4279300
FREDERICK EARLE ROWE
IAR
406088