SourcingSourcing

VIRAGE CAPITAL MANAGEMENT LP

C47
CRD 167992·SEC 801-79812·HOUSTON, TX
AUM
$588.3M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VIRAGE CAPITAL MANAGEMENT LP
CRD
167992
SEC file #
801-79812
EIN
000000000
DBA names
—

Economics

AUM
$588.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$719.7M → $588.3M▼ -18%
Client mix
Pooled Investment Vehicles6
Other2
Corporations1

Operations

Employees (total)
12
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
8 advisors → 6 advisors▼ -25%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
viragecm.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROCKY RIVER INVESTMENTS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ROCKY RIVER INVESTMENTS, LLC
SHELLIST, MARTIN, ADAM
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
VIRAGECM.COM
Rdap Domain Creation Date
2012-02-05T22:21:22Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001938235
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-07-21
Edgar Last Filing Date
2025-07-21
Edgar Form D Count
1
Edgar Form D Offerings
2025-07-212025-07-21 · 0001938235-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Jpmorgan14
E*trade4
Edgar Addresses
Mailing
1700 POST OAK BOULEVARD2 BLVD PLACE, SUITE 300HOUSTON, TX 77056
Business
1700 POST OAK BOULEVARD2 BLVD PLACE, SUITE 300HOUSTON, TX 77056
Edgar EIN
000000000
Edgar Recent Filings
D2025-07-21 · 0001938235-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-05T22:21:22Z
Rdap Domain Last Changed
2026-01-30T18:54:05Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (3)

3
SHELLIST, MARTIN, ADAM
Direct Owner · 37.5%
6207154
ONDARZA, EDWARD, MARK
IAR · Executive Officer · 2.5%
4888291
PATTERSON, KEVIN, BRYAN
Executive Officer · 2.5%
6464028