SourcingSourcing

COBURN BARRETT, LLC

B60
CRD 166464·SEC 801-78173·SAN FRANCISCO, CA
AUM
$112.7M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$338K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COBURN BARRETT, LLC
CRD
166464
SEC file #
801-78173
EIN
—
DBA names
—

Economics

AUM
$112.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$150.8M → $112.7M▼ -25%
Client mix
Pooled Investment Vehicles1

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEHLEN, THOMAS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
WEHLEN, THOMAS
WEHLEN, ELEANOR, BRIGHAM
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
COBURNBARRETT.COM
Rdap Domain Creation Date
2003-01-16T13:59:23Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Domain.com - Network Solutions, 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
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Interactive Brokers3
Northern Trust2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-16T13:59:23Z
Rdap Domain Last Changed
2026-01-01T11:23:05Z
Rdap Nameservers
Ns1.ipowerdns.comNs1.ipowerweb.netNs2.ipowerdns.comNs2.ipowerweb.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6193028
Trust Company Affiliate
No

People (4)

4
WEHLEN, THOMAS
Direct Owner · 62.5%
6193028
WEHLEN, ELEANOR, BRIGHAM
Direct Owner · 37.5%
6193029
BRIGHAM, ANDREW, CHARLES
IAR · Executive Officer · 2.5%
2406520
GENSCHEL, RAINER
Executive Officer · 2.5%
6193030