FOUNDERS CIRCLE CAPITAL, LLC
C28
CRD 166012·SEC 801-80050·CAMPBELL, CA
AUM
$1.67B
$1B+
Est. Revenue
$16.7M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$40.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $444.0M
'21 · $602.7M
'22 · $1.04B
'23 · $1.13B
'25 · $1.09B
'26 · $1.67B
'20'26
$444.0M → $1.67B▲ +276%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 8 advisors
'26 · 7 advisors
'20'26
6 advisors → 7 advisors▲ +17%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1999 S. BASCOM AVE.NO. 700CAMPBELL, CA 95008
Business
1999 S. BASCOM AVE.NO. 700CAMPBELL, CA 95008
Edgar Recent Filings
13F-HR2024-11-12 · 0000919574-24-006285
N-PX2024-08-21 · 0000919574-24-004805
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited