SourcingSourcing

FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC

C35
CRD 310407·SEC 801-121910·MENLO PARK, CA
AUM
$777.2M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
CRD
310407
SEC file #
801-121910
EIN
—
DBA names
—

Economics

AUM
$777.2M
AUM band
$500M-$1B
AUM trajectory
'22'26
$202.0M → $777.2M▲ +285%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
9
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/friendsfamcap(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANDERSON, COLIN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ANDERSON, COLIN
FOGELSONG, JOHN
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
fallback_guess:friendsfamily.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
Jpmorgan28
Morgan Stanley24
Raymond James8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4995348
Trust Company Affiliate
No

People (2)

2
ANDERSON, COLIN
Direct Owner · 62.5%
4995348
FOGELSONG, JOHN
Direct Owner · 62.5%
4814774