SourcingSourcing

ENERGIZE CAPITAL LLC

C32
CRD 289047·SEC 801-129111·CHICAGO, IL
AUM
$1.67B
$1B+
Est. Revenue
$16.7M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$40.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENERGIZE CAPITAL LLC
CRD
289047
SEC file #
801-129111
EIN
000000000
DBA names
—

Economics

AUM
$1.67B
AUM band
$1B+
AUM trajectory
'25'26
$1.65B → $1.67B▲ +1%
Client mix
Pooled Investment Vehicles26

Operations

Employees (total)
26
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'25'26
12 advisors → 13 advisors▲ +8%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ENERGIZE CAPITAL HOLDINGS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ENERGIZE CAPITAL HOLDINGS
TOUGH, JOHN, JOSEPH
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
ENERGIZECAP.COM
Rdap Domain Creation Date
2023-03-23T17:30:07Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002059262
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-03-25
Edgar Last Filing Date
2025-03-25
Edgar Form D Count
1
Edgar Form D Offerings
2025-03-252025-03-25 · 0002059262-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
C/O ENERGIZE CAPITAL LLC1 SOUTH WACKER DRIVE, SUITE 1120CHICAGO, IL 60606
Business
C/O ENERGIZE CAPITAL LLC1 SOUTH WACKER DRIVE, SUITE 1120CHICAGO, IL 60606
Edgar EIN
000000000
Edgar Recent Filings
D2025-03-25 · 0002059262-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-23T17:30:07Z
Rdap Domain Last Changed
2025-07-30T17:15:11Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
TOUGH, JOHN, JOSEPH
Direct Owner · 17.5%
4994300
McClain, Kathryn, Lyn Tenzer
Executive Officer · 2.5%
7635958
Murphy, James, Terence
Executive Officer · 2.5%
6839131
Polsky, Michael, Peter
Executive Officer · 2.5%
6839127
JUAN MULDOON-LANDA
IAR
5694682