SourcingSourcing

ENGLISH CAPITAL MANAGEMENT LLC

C49
CRD 234790·SEC 801-130791·BLOOMFIELD HILLS, MI
AUM
$241.1M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$723K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENGLISH CAPITAL MANAGEMENT LLC
CRD
234790
SEC file #
801-130791
EIN
473817190
DBA names
—

Economics

AUM
$241.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$203.0M → $241.1M▲ +19%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
linkedin.com/company/english-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ENGLISH, RILEY, P
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ENGLISH, RILEY, P
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:english.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001642912
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2015-05-22
Edgar Last Filing Date
2025-09-17
Edgar Form D Count
11
Edgar Form D Offerings
2025-09-172025-09-17 · 0001642912-25-000002
2024-05-282024-05-28 · 0001642912-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
E*trade4
Pershing2
Edgar Addresses
Mailing
3707 W. MAPLE ROADBLOOMFIELD HILLS, MI 48301
Business
3707 W. MAPLE ROADBLOOMFIELD HILLS, MI 48301
Edgar EIN
473817190
Edgar Recent Filings
D/A2025-09-17 · 0001642912-25-000002
D/A2024-05-28 · 0001642912-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5378169
Trust Company Affiliate
No

People (1)

1
ENGLISH, RILEY, P
Direct Owner · 87.5%
5378169