SourcingSourcing

QUID CAPITAL GROUP HOLDINGS, LLC

C28
CRD 297179·SEC 801-119203·SANTA MONICA, CA
AUM
$7.76B
$1B+
Est. Revenue
$77.6M
@ 1% on AUM
Est. EBITDA
$23.3M
@ 30% margin
Est. Deal Value
$186.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUID CAPITAL GROUP HOLDINGS, LLC
CRD
297179
SEC file #
801-119203
EIN
000000000
DBA names
—

Economics

AUM
$7.76B
AUM band
$1B+
AUM trajectory
'21'26
$288.3M → $7.76B▲ +2592%
Client mix
Pooled Investment Vehicles40

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
7 advisors → 6 advisors▼ -14%
Primary office
SANTA MONICA CA
Branches
—

Custodian & Brokerage

Primary custodian
Equity Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERMAN, JOSH, LEIGH
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
BERMAN, JOSH, LEIGH
TUCKER, ANTHONY, ALBERT
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
TROYCAPITALPARTNERS.COM
Rdap Domain Creation Date
2016-01-08T06:17:10Z
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
0001902364
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-01-04
Edgar Last Filing Date
2022-01-04
Edgar Form D Count
1
Edgar Form D Offerings
2022-01-042022-01-04 · 0001902364-22-000002

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
Equity Trust64
Jpmorgan46
E*trade4
Edgar Addresses
Mailing
100 WILSHIRE BLVD., SUITE 1270SANTA MONICA, CA 90401
Business
100 WILSHIRE BLVD., SUITE 1270SANTA MONICA, CA 90401
Edgar EIN
000000000
Edgar Recent Filings
D2022-01-04 · 0001902364-22-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-08T06:17:10Z
Rdap Domain Last Changed
2025-04-03T01:38:29Z
Rdap Nameservers
Bella.ns.cloudflare.comJavier.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6937551
Trust Company Affiliate
No

People (6)

6
BERMAN, JOSH, LEIGH
Direct Owner · 17.5%
6937551
TUCKER, ANTHONY, ALBERT
Direct Owner · 17.5%
6937557
VARMA, SAMIT, KUMAR
Direct Owner · 17.5%
6049405
GYULAY, LANDON, HULL
Direct Owner · 17.5%
7241073
SULLIVAN, BRIAN, CHRISTOPHER
Direct Owner · 7.5%
6937554
PARK, SOO, MYUNG
Executive Officer · 2.5%
7503741