SourcingSourcing

BARRAMUNDI ADVISORS LLC

C33
CRD 334454·SEC 801-134792·BOCA RATON, FL
AUM
$390.4M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BARRAMUNDI ADVISORS LLC
CRD
334454
SEC file #
801-134792
EIN
—
DBA names
—

Economics

AUM
$390.4M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Pooled Investment Vehicles46

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
1 advisors → 5 advisors▲ +400%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/19/2026
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
BARRAMUNDI HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BARRAMUNDI HOLDINGS LLC
MCGOWAN, JOSEPH, QUINLAN
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4317
Soi Zip Pct 200k Plus
0.2352
Soi Zip Returns 200k Plus
2,670
Soi Zip Total AGI
3,315,841
Fdic Zip Total Deposits
3,503,178,000
Fdic Zip Branch Count
88
Fdic Zip Top Banks
Wells Fargo Bank, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
Jpmorgan25
E*trade4
Fdic Zip Branches Raw
Barnett Bank, National AssociationBoca Raton, FL
NationsBank, National AssociationBoca Raton, FL
Fdic Zip HHI
2842.97
Fdic Zip Top Bank Share Pct
47.04
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,829
Returns2,400
Stub 2
AGI62,391
Returns1,680
Stub 3
AGI85,480
Returns1,380
Soi Zip Total Business Income
99,755
Soi Zip Total Cap Gains
869,997
Soi Zip Total Dividends
238,224
Soi Zip Total Returns
11,350
Trust Company Affiliate
No

People (4)

4
JOSEPH QUINLAN MCGOWAN
Executive Officer · 2.5%
2233691
McGowan, Meghan, Hobbs
Executive Officer · 2.5%
8175601
Deangelis, Mark, Joseph
Executive Officer · 2.5%
2827088
PATEL, ARPITKUMAR, A
Executive Officer · 2.5%
5538737