BRIZO CAPITAL, LP
C46
CRD 298102·SEC 801-114108·NEW YORK, NY
AUM
$294.5M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$883K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $120.1M
'21 · $156.4M
'22 · $173.1M
'23 · $261.8M
'25 · $240.6M
'26 · $294.5M
'20'26
$120.1M → $294.5M▲ +145%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 1 advisors
'23 · 1 advisors
'25 · 2 advisors
'26 · 1 advisors
'20'26
2 advisors → 1 advisors▼ -50%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-07-172025-07-17 · 0001746650-25-000002
2024-07-242024-07-24 · 0001746650-24-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
142 WEST 57TH STREET11TH FLOORNEW YORK, NY 10019
Business
142 WEST 57TH STREET11TH FLOORNEW YORK, NY 10019
Edgar Recent Filings
D/A2025-07-17 · 0001746650-25-000002
D/A2024-07-24 · 0001746650-24-000001