SourcingSourcing

BRX GLOBAL LP

C50
CRD 284664·SEC 801-133995·GREENWICH, CT
AUM
$231.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$694K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRX GLOBAL LP
CRD
284664
SEC file #
801-133995
EIN
000000000
DBA names
Brx Global

Economics

AUM
$231.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$208.0M → $231.4M▲ +11%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWNE, DAVID, W
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BROWNE, DAVID, W
BROWNE, WILLIAM, ANTHONY
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
0001685192
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2016-09-29
Edgar Last Filing Date
2025-07-03
Edgar Form D Count
10
Edgar Form D Offerings
2025-07-032025-07-03 · 0000919574-25-003972
2024-09-132024-09-13 · 0000919574-24-005494

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
Interactive Brokers2
Northern Trust2
Edgar Addresses
Mailing
ONE FAWCETT PLACE, 4TH FLOORGREENWICH, CT 06830
Business
ONE FAWCETT PLACE, 4TH FLOORGREENWICH, CT 06830
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-07-03 · 0000919574-25-003972
D/A2024-09-13 · 0000919574-24-005494
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4855118
Trust Company Affiliate
Yes

People (3)

3
BROWNE, DAVID, W
Direct Owner · 37.5%
4855118
BROWNE, WILLIAM, ANTHONY
Direct Owner · 37.5%
5967581
JACKELOW, BRIAN, DAVID
Executive Officer · 2.5%
5076478