SourcingSourcing

BWCP, LP

C28
CRD 305638·SEC 801-121967·DALLAS, TX
AUM
$1.23B
$1B+
Est. Revenue
$12.3M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BWCP, LP
CRD
305638
SEC file #
801-121967
EIN
833897763
DBA names
—

Economics

AUM
$1.23B
AUM band
$1B+
AUM trajectory
'22'26
$292.5M → $1.23B▲ +321%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'22'26
4 advisors → 7 advisors▲ +75%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
bwcpfund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WIER, BRANDON, MATTHEW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WIER, BRANDON, MATTHEW
BWCP GP, 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
ok
Rdap Domain
BWCPFUND.COM
Rdap Domain Creation Date
2019-03-01T20:49:00Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001787893
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001787893-26-000003

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
Morgan Stanley8
E*trade4
Jpmorgan3
Northern Trust2
Edgar Addresses
Mailing
2401 CEDAR SPRINGS ROADSUITE 330DALLAS, TX 75201
Business
2401 CEDAR SPRINGS ROADSUITE 330DALLAS, TX 75201
Edgar EIN
833897763
Edgar Recent Filings
13F-HR2026-05-12 · 0001787893-26-000003
13F-HR2026-02-13 · 0001787893-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-01T20:49:00Z
Rdap Domain Last Changed
2026-05-16T14:57:19Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4401652
Trust Company Affiliate
No

People (2)

2
WIER, BRANDON, MATTHEW
Direct Owner · 87.5%
4401652
GIACOBBE, ROBERT, LAWRENCE
Executive Officer · 2.5%
2897579