SourcingSourcing

AMBERJACK CAPITAL PARTNERS, L.P.

C41
CRD 161464·SEC 801-73585·HOUSTON, TX
AUM
$1.25B
$1B+
Est. Revenue
$12.5M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMBERJACK CAPITAL PARTNERS, L.P.
CRD
161464
SEC file #
801-73585
EIN
000000000
DBA names
—

Economics

AUM
$1.25B
AUM band
$1B+
AUM trajectory
'20'26
$1.16B → $1.25B▲ +8%
Client mix
Pooled Investment Vehicles16

Operations

Employees (total)
12
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
10 advisors → 9 advisors▼ -10%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
amberjackcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TUROWSKY, JASON, RICHARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
TUROWSKY, JASON, RICHARD
AMBERJACK MANAGEMENT LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
AMBERJACKCAPITAL.COM
Rdap Domain Creation Date
2020-10-26T21:46:50Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002089961
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-10-09
Edgar Last Filing Date
2025-10-09
Edgar Form D Count
1
Edgar Form D Offerings
2025-10-092025-10-09 · 0000950103-25-013044

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Raymond James2
Goldman Sachs2
Edgar Addresses
Mailing
C/O AMBERJACK CAPITAL PARTNERS, L.P.4400 POST OAK PARKWAY, SUITE 2760HOUSTON, TX 77027
Business
C/O AMBERJACK CAPITAL PARTNERS, L.P.4400 POST OAK PARKWAY, SUITE 2760HOUSTON, TX 77027
Edgar EIN
000000000
Edgar Recent Filings
D2025-10-09 · 0000950103-25-013044
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-26T21:46:50Z
Rdap Domain Last Changed
2025-10-27T17:16:55Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4433472
Trust Company Affiliate
No

People (4)

4
TUROWSKY, JASON, RICHARD
IAR · Direct Owner · 87.5%
4433472
ROCCO, MELISSA, DIANE
Executive Officer · 2.5%
7393200
TRAMPE, JOHN, CHRISTOPHER
Executive Officer · 2.5%
6981444
WILLIAM P CONNELLY
IAR
5175733