SourcingSourcing

EMPIRIC INSTITUTIONAL, LLC

C31
CRD 164683·SEC 801-77974·AUSTIN, TX
AUM
$9.9M
<$25M
Est. Revenue
$99K
@ 1% on AUM
Est. EBITDA
$30K
@ 30% margin
Est. Deal Value
$238K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EMPIRIC INSTITUTIONAL, LLC
CRD
164683
SEC file #
801-77974
EIN
—
DBA names
Empiric Institutional

Economics

AUM
$9.9M
AUM band
<$25M
AUM trajectory
'20'26
$835K → $9.9M▲ +1088%
Client mix
Individuals High Net Worth6

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
empiricinstitutional.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RODRIGUEZ, GABRIEL, JASON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RODRIGUEZ, GABRIEL, JASON
LONG CHAMP LIMITED PARTNERS
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
EMPIRICINSTITUTIONAL.COM
Rdap Domain Creation Date
2012-04-17T20:23:57Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Raymond James4
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-17T20:23:57Z
Rdap Domain Last Changed
2022-09-11T13:43:58Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5165720
Trust Company Affiliate
No

People (3)

3
RODRIGUEZ, GABRIEL, JASON
IAR · Direct Owner · 62.5%
5165720
MENON, ESWAR, C
IAR · Direct Owner · 17.5%
2719660
COFFELT, MARK, ALLEN
IAR
1876477