SourcingSourcing

VARIANT INVESTMENTS, LLC

C19
CRD 289261·SEC 801-113357·PORTLAND, OR
AUM
$2.77B
$1B+
Est. Revenue
$27.7M
@ 1% on AUM
Est. EBITDA
$8.3M
@ 30% margin
Est. Deal Value
$66.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VARIANT INVESTMENTS, LLC
CRD
289261
SEC file #
801-113357
EIN
822770115
DBA names
Variant Investments

Economics

AUM
$2.77B
AUM band
$1B+
AUM trajectory
'20'26
$39.0M → $2.77B▲ +6995%
Client mix
Investment Companies3
Pooled Investment Vehicles1

Operations

Employees (total)
30
Advisory staff (per ADV)
29
Advisory staff (5-yr trend)
'20'26
3 advisors → 29 advisors▲ +867%
Primary office
PORTLAND OR
Branches
Count1

Custodian & Brokerage

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

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
variantinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOCO INVESTMENTS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
BOCO INVESTMENTS, LLC
KUDU INVESTMENT US, LLC
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
ok
Rdap Domain
VARIANTINVESTMENTS.COM
Rdap Domain Creation Date
2016-07-18T05:02:31Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001720469
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-10-23
Edgar Last Filing Date
2017-10-23
Edgar Form D Count
1
Edgar Form D Offerings
2017-10-232017-10-23 · 0001720469-17-000001

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
10250 SW GREENBURG ROADSUITE 215PORTLAND, OR 97223
Business
10250 SW GREENBURG ROADSUITE 215PORTLAND, OR 97223
Edgar EIN
822770115
Edgar Recent Filings
D2017-10-23 · 0001720469-17-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-07-18T05:02:31Z
Rdap Domain Last Changed
2026-05-19T06:52:07Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (8)

8
Elsasser, Robert, William
Direct Owner · 17.5%
6708209
CURTIS NEIL FINTEL
Direct Owner · 17.5%
4543093
JERALD BENJAMIN HAYES
Direct Owner · 17.5%
4178489
ZIMLICH, JOSEPH, C
Direct Owner · 7.5%
6879324
COOK, KRISTIN, ANNE
Executive Officer · 2.5%
2408433
KLEMSZ, BRIAN, LOYD
Executive Officer · 2.5%
1011829
Park, Brian, Anthony
Executive Officer · 2.5%
8007427
Lisa Zhu
Executive Officer · 2.5%
7048352