SourcingSourcing

BRASA CAPITAL MANAGEMENT, LP

C25
CRD 316265·SEC 801-122584·LOS ANGELES, CA
AUM
$1.37B
$1B+
Est. Revenue
$13.7M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRASA CAPITAL MANAGEMENT, LP
CRD
316265
SEC file #
801-122584
EIN
000000000
DBA names
Brasa Capital Management

Economics

AUM
$1.37B
AUM band
$1B+
AUM trajectory
'22'26
$353.6M → $1.37B▲ +287%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
19
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'22'26
6 advisors → 12 advisors▲ +100%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow 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
brasacap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLISON & ERIC SAMEK 2013 FAMILY
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ALLISON & ERIC SAMEK 2013 FAMILY
SAMEK 2021 IRREVOCABLE TRUST
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
ok
Rdap Domain
BRASACAP.COM
Rdap Domain Creation Date
2018-02-07T05:23:38Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Porkbun LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
15,650,000
Form 5500 Compensation Trajectory 3y
202515,650,000
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
15,650,000
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001993363
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2023-09-13
Edgar Last Filing Date
2024-09-11
Edgar Form D Count
2
Edgar Form D Offerings
2024-09-112024-09-11 · 0001993363-24-000002
2023-09-132023-09-13 · 0001993363-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Northern Trust6
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
2029 CENTURY PARK EASTSUITE 2070LOS ANGELES, CA 90067
Business
2029 CENTURY PARK EASTSUITE 2070LOS ANGELES, CA 90067
Edgar EIN
000000000
Edgar Recent Filings
D/A2024-09-11 · 0001993363-24-000002
D2023-09-13 · 0001993363-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-02-07T05:23:38Z
Rdap Domain Last Changed
2023-09-11T08:19:02Z
Rdap Nameservers
Donald.ns.cloudflare.comLeia.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
JEON, JI, YEON
Executive Officer · 2.5%
4702453
MILICH, MATT, CHRISTOPHER
Executive Officer · 2.5%
8243529
SAMEK, ERIC, SIMON
Executive Officer · 2.5%
2928257
WEINTRAUB, ELI, LAWRENCE
Executive Officer · 2.5%
5940532