SourcingSourcing

BUILDGROUP MANAGEMENT, LLC

B58
CRD 289150·SEC 801-111738·AUSTIN, TX
AUM
$294.4M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$883K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUILDGROUP MANAGEMENT, LLC
CRD
289150
SEC file #
801-111738
EIN
881285736
DBA names
Buildgroup Management

Economics

AUM
$294.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$367.8M → $294.4M▼ -20%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
6 advisors → 3 advisors▼ -50%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/thebuildgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CURRY, JAMES, NELSON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CURRY, JAMES, NELSON
NAPIER, ALBERT, LANHAM
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

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:buildgroup.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001929940
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-06-13
Edgar Last Filing Date
2022-06-13
Edgar Form D Count
1
Edgar Form D Offerings
2022-06-132022-06-13 · 0000947871-22-000699

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
Edgar Addresses
Mailing
3500 JEFFERSON STREETSUITE 303AUSTIN, TX 78731
Business
3500 JEFFERSON STREETSUITE 303AUSTIN, TX 78731
Edgar EIN
881285736
Edgar Recent Filings
D2022-06-13 · 0000947871-22-000699
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2526781
Trust Company Affiliate
No

People (3)

3
CURRY, JAMES, NELSON
Direct Owner · 62.5%
2526781
NAPIER, ALBERT, LANHAM
Direct Owner · 62.5%
2372322
FOK, CHRISTINA, PO YEE
Executive Officer · 2.5%
4975316