SourcingSourcing

FALCONS I, LLC

C33
CRD 294460·SEC 801-112950·ATLANTA, GA
AUM
$2.75B
$1B+
Est. Revenue
$27.5M
@ 1% on AUM
Est. EBITDA
$8.2M
@ 30% margin
Est. Deal Value
$66.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FALCONS I, LLC
CRD
294460
SEC file #
801-112950
EIN
—
DBA names
—

Economics

AUM
$2.75B
AUM band
$1B+
AUM trajectory
'20'26
$436.7M → $2.75B▲ +530%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANGEL OAK ASSET
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ANGEL OAK ASSET
COLOMBO, MICHAEL, JAMES
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
ANGELOAKREIT.COM
Rdap Domain Creation Date
2019-09-17T18:25:01Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

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 (13)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-09-17T18:25:01Z
Rdap Domain Last Changed
2025-09-18T11:46:23Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
COLOMBO, MICHAEL, JAMES
Executive Officer · 2.5%
5987426
Eldredge, William, Chase
Executive Officer · 2.5%
7655117
FIERMAN, MICHAEL, ALLEN
Executive Officer · 2.5%
5704566
Filson, Brandon, Robert
Executive Officer · 2.5%
7358628
PRABHU, SREENIWAS, VIKRAM
Executive Officer · 2.5%
4124628
SAUNDERS, TIMOTHY, KING
Executive Officer · 2.5%
7050957