SourcingSourcing

JOHKIM CAPITAL PARTNERS MANAGEMENT LLC

C42
CRD 289512·SEC 801-118973·DALLAS, TX
AUM
$277.0M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$831K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
CRD
289512
SEC file #
801-118973
EIN
981436577
DBA names
—

Economics

AUM
$277.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$210.5M → $277.0M▲ +32%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
4 advisors → 4 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
johkim.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KAKKAR, JATIN, NARENDRA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KAKKAR, JATIN, NARENDRA
Vallurupalli, Amar
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
JOHKIM.COM
Rdap Domain Creation Date
2016-11-28T11:56:13Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
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
0001763014
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2018-12-28
Edgar Last Filing Date
2025-07-31
Edgar Form D Count
9
Edgar Form D Offerings
2025-07-312025-07-31 · 0001763014-25-000001
2024-12-192024-12-19 · 0001713225-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
E*trade4
Wells Fargo3
Edgar Addresses
Mailing
5956 SHERRY LANESUITE 1000DALLAS, TX 75225
Business
5956 SHERRY LANESUITE 1000DALLAS, TX 75225
Edgar EIN
981436577
Edgar Recent Filings
D/A2025-07-31 · 0001763014-25-000001
D/A2024-12-19 · 0001713225-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-28T11:56:13Z
Rdap Domain Last Changed
2024-11-29T14:48:11Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4551884
Trust Company Affiliate
Yes

People (3)

3
KAKKAR, JATIN, NARENDRA
Direct Owner · 87.5%
4551884
Vallurupalli, Amar
Direct Owner · 17.5%
6921840
KARSTETTER COLE, KIMBERLY
Executive Officer · 2.5%
4900497