SourcingSourcing

EIR PARTNERS CAPITAL, LP

C25
CRD 319010·SEC 801-128460·MIAMI, FL
AUM
$2.72B
$1B+
Est. Revenue
$27.2M
@ 1% on AUM
Est. EBITDA
$8.2M
@ 30% margin
Est. Deal Value
$65.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EIR PARTNERS CAPITAL, LP
CRD
319010
SEC file #
801-128460
EIN
—
DBA names
—

Economics

AUM
$2.72B
AUM band
$1B+
AUM trajectory
'25'26
$594.8M → $2.72B▲ +357%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
16
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'25'26
8 advisors → 11 advisors▲ +38%
Primary office
MIAMI FL
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
eirpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARLSON, BRETT, STEVEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CARLSON, BRETT, STEVEN
HUXSOL, MICHAEL, JAMES
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
EIRPARTNERS.COM
Rdap Domain Creation Date
2015-04-14T03:50:04Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

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
Jpmorgan10
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-04-14T03:50:04Z
Rdap Domain Last Changed
2025-04-19T01:31:27Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7511077
Trust Company Affiliate
No

People (2)

2
CARLSON, BRETT, STEVEN
Direct Owner · 87.5%
7511077
HUXSOL, MICHAEL, JAMES
Executive Officer · 2.5%
6162058