SourcingSourcing

CAPRIA VENTURES LLC

B50
CRD 284129·SEC 801-130827·SEATTLE, WA
AUM
$161.0M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$483K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPRIA VENTURES LLC
CRD
284129
SEC file #
801-130827
EIN
332535902
DBA names
—

Economics

AUM
$161.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$152.5M → $161.0M▲ +6%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
15
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'25'26
8 advisors → 10 advisors▲ +25%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
capria.vc

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Garcia-Robles, Maria, Susana
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Garcia-Robles, Maria, Susana
POOLINGER FAMILY LP
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002052988
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2025-02-10
Edgar Form D Count
1
Edgar Form D Offerings
2025-02-102025-02-10 · 0002052988-25-000002

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
Jpmorgan8
E*trade4
Edgar Addresses
Mailing
1200 WESTLAKE AVE N, SUITE 510SEATTLE, WA 98109
Business
1200 WESTLAKE AVE N, SUITE 510SEATTLE, WA 98109
Edgar EIN
332535902
Edgar Recent Filings
D2025-02-10 · 0002052988-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
8149379
Trust Company Affiliate
No

People (3)

3
Garcia-Robles, Maria, Susana
Direct Owner · 62.5%
8149379
POOLE, WILLIAM, NMN
Executive Officer · 2.5%
6658055
Scott, James, Nicholas
Executive Officer · 2.5%
7949358