SourcingSourcing

FERNBRIDGE CAPITAL MANAGEMENT LP

C28
CRD 309334·SEC 801-119463·LOS ANGELES, CA
AUM
$2.13B
$1B+
Est. Revenue
$21.3M
@ 1% on AUM
Est. EBITDA
$6.4M
@ 30% margin
Est. Deal Value
$51.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FERNBRIDGE CAPITAL MANAGEMENT LP
CRD
309334
SEC file #
801-119463
EIN
843069285
DBA names
—

Economics

AUM
$2.13B
AUM band
$1B+
AUM trajectory
'21'26
$414.0M → $2.13B▲ +415%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'21'26
4 advisors → 7 advisors▲ +75%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

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

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIAZ, BRENNAN, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
DIAZ, BRENNAN, ROBERT
FERNBRIDGE CAPITAL
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:fernbridge.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001827734
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-12
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002073679-26-000064

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
Goldman Sachs6
Morgan Stanley5
E*trade4
Northern Trust2
Edgar Addresses
Mailing
11111 SANTA MONICA BLVDSUITE 1630LOS ANGELES, CA 90025
Business
11111 SANTA MONICA BLVDSUITE 1630LOS ANGELES, CA 90025
Edgar EIN
843069285
Edgar Recent Filings
13F-HR2026-05-15 · 0002073679-26-000064
13F-HR2026-02-17 · 0002073679-26-000026
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5189916
Trust Company Affiliate
No

People (3)

3
DIAZ, BRENNAN, ROBERT
Direct Owner · 87.5%
5189916
LOVECCHIO, MARK, NICHOLAS
Executive Officer · 2.5%
7284660
VACCARO, JOSEPH, DAVID
Executive Officer · 2.5%
3119883