SourcingSourcing

SELBY LANE CAPITAL, LLC

C42
CRD 325345·SEC 801-129815·CHARLOTTESVILLE, VA
AUM
$505.4M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SELBY LANE CAPITAL, LLC
CRD
325345
SEC file #
801-129815
EIN
874562740
DBA names
—

Economics

AUM
$505.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$318.1M → $505.4M▲ +59%
Client mix
Pooled Investment Vehicles8
Individuals High Net Worth1

Operations

Employees (total)
15
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
CHARLOTTESVILLE VA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
selbylane.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURKE FAMILY TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
BURKE FAMILY TRUST
CAROLWOOD INVESTMENTS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SELBYLANE.COM
Rdap Domain Creation Date
2012-05-23T13:33:13Z
Rdap Firm Age Years
14
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 Cik
0001924360
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-04-26
Edgar Last Filing Date
2022-04-26
Edgar Form D Count
1
Edgar Form D Offerings
2022-04-262022-04-26 · 0001924360-22-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3032
Soi Zip Pct 200k Plus
0.1175
Soi Zip Returns 200k Plus
1,380
Soi Zip Total AGI
1,822,752
Fdic Zip Total Deposits
26,042,194,000
Fdic Zip Branch Count
315
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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 Trust12
Morgan Stanley12
E*trade4
Edgar Addresses
Mailing
318 SELBY LANEATHERTON, CA 94027
Business
318 SELBY LANEATHERTON, CA 94027
Edgar EIN
874562740
Edgar Recent Filings
D2022-04-26 · 0001924360-22-000001
Fdic Zip Branches Raw
Central Fidelity National BankCharlottesville, VA
Central Fidelity National BankCharlottesville, VA
Fdic Zip HHI
1235.41
Fdic Zip Top Bank Share Pct
19.84
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-05-23T13:33:13Z
Rdap Domain Last Changed
2024-05-13T16:51:41Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,326
Returns2,730
Stub 2
AGI91,202
Returns2,470
Stub 3
AGI115,710
Returns1,870
Soi Zip Total Business Income
58,312
Soi Zip Total Cap Gains
208,829
Soi Zip Total Dividends
110,287
Soi Zip Total Returns
11,740
Trust Company Affiliate
No

People (3)

3
BAVARIA, DHRUVKUMAR
Executive Officer · 2.5%
7707684
BURKE, DAVID, COLIN
Executive Officer · 2.5%
4576758
MAVRAGANIS, CAITLIN, COLLEEN
Executive Officer · 2.5%
5000269