SourcingSourcing

PROPRIUM CAPITAL PARTNERS, L.P.

C25
CRD 165441·SEC 801-77406·STAMFORD, CT
AUM
$3.36B
$1B+
Est. Revenue
$33.6M
@ 1% on AUM
Est. EBITDA
$10.1M
@ 30% margin
Est. Deal Value
$80.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROPRIUM CAPITAL PARTNERS, L.P.
CRD
165441
SEC file #
801-77406
EIN
000000000
DBA names
—

Economics

AUM
$3.36B
AUM band
$1B+
AUM trajectory
'20'26
$1.94B → $3.36B▲ +74%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
35
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'20'26
17 advisors → 27 advisors▲ +59%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/proprium-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
L&G PROPERTY EUROPE LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
7
Control Persons
L&G PROPERTY EUROPE LIMITED
MORRIS, JOHN, TIMOTHY
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

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 Cik
0001599325
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2014-02-11
Edgar Last Filing Date
2017-11-02
Edgar 13f Count
15
Edgar 13f Latest AUM Estimate
Filing Date2017-11-02
Accession0001144204-17-055808
Edgar Former Names
Proprium Capital Partners, LLC

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan18
E*trade4
Edgar Addresses
Mailing
ONE LANDMARK SQUARE, 19TH FLOORSTAMFORD, CT 06901
Business
ONE LANDMARK SQUARE, 19TH FLOORSTAMFORD, CT 06901
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2017-11-02 · 0001144204-17-055808
13F-HR2017-08-10 · 0001012975-17-000587
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (5)

5
JOHN TIMOTHY MORRIS
Direct Owner · 17.5%
1878841
WESTERMANN, PHILIPP, NMN
Direct Owner · 17.5%
6487748
CURRAN, JOHN, WILLIAM
Executive Officer · 2.5%
5776401
MEDLICOTT, NATALIE, RUTH
Executive Officer · 2.5%
4856643
WONG, THOMAS, CHUN KWAN
Executive Officer · 2.5%
6629181