SourcingSourcing

GQG PRIVATE CAPITAL SOLUTIONS LLC

C38
CRD 332231·SEC 801-130896·TACOMA, WA
AUM
$266.8M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$800K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GQG PRIVATE CAPITAL SOLUTIONS LLC
CRD
332231
SEC file #
801-130896
EIN
991908857
DBA names
—

Economics

AUM
$266.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$104.0M → $266.8M▲ +157%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
10
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
TACOMA WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow 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
facebook.com/gqgpartnersllc(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GQG PARTNERS
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
GQG PARTNERS
GQG PCS EMPLOYEE HOLDINGS LLC
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002048931
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2024-12-19
Edgar Last Filing Date
2025-12-18
Edgar Form D Count
2
Edgar Form D Offerings
2025-12-182025-12-18 · 0000945621-25-001225
2024-12-192024-12-19 · 0000945621-24-001024

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2159
Soi Zip Pct 200k Plus
0.0653
Soi Zip Returns 200k Plus
230
Soi Zip Total AGI
300,720
Fdic Zip Total Deposits
55,773,097,000
Fdic Zip Branch Count
418
Fdic Zip Top Banks
Columbia State Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
E*trade4
Edgar Addresses
Mailing
909 A STREETSUITE 810TACOMA, WA 98402
Business
909 A STREETSUITE 810TACOMA, WA 98402
Edgar EIN
991908857
Edgar Recent Filings
D/A2025-12-18 · 0000945621-25-001225
D2024-12-19 · 0000945621-24-001024
Fdic Zip Branches Raw
Key Bank of WashingtonTacoma, WA
Key Bank of WashingtonTacoma, WA
Fdic Zip HHI
1114.55
Fdic Zip Top Bank Share Pct
22.37
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI9,246
Returns740
Stub 2
AGI32,932
Returns870
Stub 3
AGI45,054
Returns730
Soi Zip Total Business Income
9,887
Soi Zip Total Cap Gains
13,932
Soi Zip Total Dividends
10,070
Soi Zip Total Returns
3,520
Top Owner CRD
283720
Trust Company Affiliate
Yes

People (8)

8
GQG PARTNERS
Direct Owner · 62.5%
283720
CARVER, TIMOTHY, JACOB
Executive Officer · 2.5%
2638120
DALEY, RICHARD, MICHAEL
Executive Officer · 2.5%
3249288
FALCK, CHARLES, ROBERT
Executive Officer · 2.5%
4428121
GREENWOOD, PAUL, RICHARD
Executive Officer · 2.5%
4982347
LaFountaine, Todd, J
Executive Officer · 2.5%
6355229
DIGANGI, SALVATORE
Executive Officer · 2.5%
2315697
SHERLEY, FREDERICK, HARRISON
Executive Officer · 2.5%
6289786