SourcingSourcing

BROWNING WEST LP

C28
CRD 304702·SEC 801-117131·LOS ANGELES, CA
AUM
$2.24B
$1B+
Est. Revenue
$22.4M
@ 1% on AUM
Est. EBITDA
$6.7M
@ 30% margin
Est. Deal Value
$53.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BROWNING WEST LP
CRD
304702
SEC file #
801-117131
EIN
000000000
DBA names
—

Economics

AUM
$2.24B
AUM band
$1B+
AUM trajectory
'20'26
$214.8M → $2.24B▲ +945%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/browning-west-lp [linkedin.com](social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NABI, USMAN, SHAMSHAD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
NABI, USMAN, SHAMSHAD
BROWNING WEST UGP MANCO, LLC
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
fallback_guess:browningwest.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001852342
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2021-03-22
Edgar Last Filing Date
2025-12-12
Edgar Form D Count
5
Edgar Form D Offerings
2025-12-122025-12-12 · 0000902664-25-005279
2024-12-132024-12-13 · 0000902664-24-006922

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Morgan Stanley20
Northern Trust10
E*trade4
Edgar Addresses
Mailing
1999 AVENUE OF THE STARSSUITE 1150LOS ANGELES, CA 90067
Business
1999 AVENUE OF THE STARSSUITE 1150LOS ANGELES, CA 90067
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-12 · 0000902664-25-005279
D/A2024-12-13 · 0000902664-24-006922
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2955985
Trust Company Affiliate
No

People (2)

2
NABI, USMAN, SHAMSHAD
Direct Owner · 87.5%
2955985
GREEN, SHMUEL, YOSEF
Executive Officer · 2.5%
5598975