SourcingSourcing

VILLAGE GLOBAL MANAGEMENT, L.L.C.

C32
CRD 289258·SEC 801-120893·COVINA, CA
AUM
$978.7M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VILLAGE GLOBAL MANAGEMENT, L.L.C.
CRD
289258
SEC file #
801-120893
EIN
—
DBA names
—

Economics

AUM
$978.7M
AUM band
$500M-$1B
AUM trajectory
'22'26
$268.5M → $978.7M▲ +264%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
13
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'22'26
12 advisors → 8 advisors▼ -33%
Primary office
COVINA CA
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
facebook.com/villageglobalvc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Casnocha, Benedict, Taylor
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Casnocha, Benedict, Taylor
Dwane, Anne, Marie
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:villageglobal.com

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 (9)

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
Jpmorgan14
E*trade4
Morgan Stanley2
Firm Has Custody
Yes
Mailing Office Differs
Yes
Top Owner CRD
6843619
Trust Company Affiliate
No

People (4)

4
Casnocha, Benedict, Taylor
Direct Owner · 37.5%
6843619
Dwane, Anne, Marie
Direct Owner · 37.5%
7521738
KIRSCHNER, SAM, LOWE
Executive Officer · 2.5%
7918151
RAO, AMRIT, KUMAR
Executive Officer · 2.5%
4820758