SourcingSourcing

MSC ADVISER I, LLC

C25
CRD 169939·SEC 801-78919·HOUSTON, TX
AUM
$1.73B
$1B+
Est. Revenue
$17.3M
@ 1% on AUM
Est. EBITDA
$5.2M
@ 30% margin
Est. Deal Value
$41.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MSC ADVISER I, LLC
CRD
169939
SEC file #
801-78919
EIN
—
DBA names
—

Economics

AUM
$1.73B
AUM band
$1B+
AUM trajectory
'20'26
$1.15B → $1.73B▲ +51%
Client mix
Pooled Investment Vehicles2
Business Devel Companies1

Operations

Employees (total)
116
Advisory staff (per ADV)
54
Advisory staff (5-yr trend)
'20'26
38 advisors → 54 advisors▲ +42%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
mainstcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAIN STREET CAPITAL PARTNERS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MAIN STREET CAPITAL PARTNERS,
BEAUVAIS, JASON, BECKER
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
ok
Rdap Domain
MAINSTCAPITAL.COM
Rdap Domain Creation Date
2008-01-18T18:08:38Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
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 (13)

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
State Street8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-18T18:08:38Z
Rdap Domain Last Changed
2024-02-23T19:46:53Z
Rdap Nameservers
Ns1.dnsbycomodo.netNs2.dnsbycomodo.net
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
BEAUVAIS, JASON, BECKER
Executive Officer · 2.5%
5855975
GILBERT, CORY, ELVAN
Executive Officer · 2.5%
6277726
HYZAK, DWAYNE, LOUIS
Executive Officer · 2.5%
5856084
MORRIS, JESSE, ENRIQUE
Executive Officer · 2.5%
7228944
Rininger, Kristin, Lynn
Executive Officer · 2.5%
8008983