SourcingSourcing

GROWTH BEVERAGE GROUP, LP

C46
CRD 325508·SEC 801-130576·CHICAGO, IL
AUM
$290.9M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$873K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GROWTH BEVERAGE GROUP, LP
CRD
325508
SEC file #
801-130576
EIN
933636297
DBA names
Investbev

Economics

AUM
$290.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$191.9M → $290.9M▲ +52%
Client mix
Pooled Investment Vehicles6
Corporations1

Operations

Employees (total)
10
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
8 advisors → 7 advisors▼ -12%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
investbev.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIAN ROSEN TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BRIAN ROSEN TRUST
GROWTH BEVERAGE GROUP
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
INVESTBEV.COM
Rdap Domain Creation Date
2020-04-04T15:00:11Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
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
0002029647
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-07-15
Edgar Last Filing Date
2025-07-15
Edgar Form D Count
2
Edgar Form D Offerings
2025-07-152025-07-15 · 0002029647-25-000002
2024-07-152024-07-15 · 0002029647-24-000001

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
Jpmorgan12
E*trade4
Edgar Addresses
Mailing
414 N. ORLEANS ST.STE. 403CHICAGO, IL 60654
Business
414 N. ORLEANS ST.STE. 403CHICAGO, IL 60654
Edgar EIN
933636297
Edgar Recent Filings
D/A2025-07-15 · 0002029647-25-000002
D2024-07-15 · 0002029647-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-04T15:00:11Z
Rdap Domain Last Changed
2026-04-05T12:18:53Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
INFUSINO, GIUSEPPE, FRANCESCO
Executive Officer · 2.5%
7720871
ROSEN, BRIAN, DAVID
Executive Officer · 2.5%
7720860