SourcingSourcing

RANGE ROCK CAPITAL LLC

C38
CRD 334203·SEC 801-131877·WELLESLEY, MA
AUM
$548.3M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RANGE ROCK CAPITAL LLC
CRD
334203
SEC file #
801-131877
EIN
332008158
DBA names
Range Rock Capital

Economics

AUM
$548.3M
AUM band
$500M-$1B
AUM trajectory
'25'26
$109.8M → $548.3M▲ +399%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
WELLESLEY MA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RANGE ROCK HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
RANGE ROCK HOLDINGS LP
CHURCH, BRIAN, THOMAS
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002055383
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002055383-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5989
Soi Zip Pct 200k Plus
0.4749
Soi Zip Returns 200k Plus
3,410
Soi Zip Total AGI
4,675,474
Fdic Zip Total Deposits
27,746,807,000
Fdic Zip Branch Count
175
Fdic Zip Top Banks
Boston Private Bank & Trust Company
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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
70 HASTINGS STREETSUITE 102WELLESLEY, MA 02481
Business
70 HASTINGS STREETSUITE 102WELLESLEY, MA 02481
Edgar EIN
332008158
Edgar Recent Filings
13F-HR2026-05-15 · 0002055383-26-000003
13F-HR2026-02-17 · 0002055383-26-000002
Fdic Zip Branches Raw
BankNorth, National AssociationWellesley, MA
BankNorth, National AssociationWellesley, MA
Fdic Zip HHI
1768.5
Fdic Zip Top Bank Share Pct
27.56
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI13,655
Returns1,570
Stub 2
AGI20,448
Returns550
Stub 3
AGI26,914
Returns430
Soi Zip Total Business Income
136,225
Soi Zip Total Cap Gains
934,594
Soi Zip Total Dividends
312,878
Soi Zip Total Returns
7,180
Trust Company Affiliate
No

People (2)

2
CHURCH, BRIAN, THOMAS
Executive Officer · 2.5%
4517034
Loescher, Ashley, Kathryn
Executive Officer · 2.5%
8101126