SourcingSourcing

325 FILLMORE LLC

B53
CRD 287625·SEC 801-110052·DENVER, CO
AUM
$103.8M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$311K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
325 FILLMORE LLC
CRD
287625
SEC file #
801-110052
EIN
—
DBA names
—

Economics

AUM
$103.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$2.31B → $103.8M▼ -96%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
6 advisors → 1 advisors▼ -83%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Other Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
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
RR 325 LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
RR 325 LP
BHONSLE, SANJAI, SURYAJI
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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 Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
U.s. Bank4
Wells Fargo4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
BHONSLE, SANJAI, SURYAJI
Executive Officer · 2.5%
6776983
GROVE, RICHARD, ALLEN
Executive Officer · 2.5%
2237020