TWENTY-FIVE CAPITAL PARTNERS, LLC
C36
CRD 338735·SEC 801-134731·NEWPORT BEACH, CA
AUM
$54.6M
$25M-$100M
Est. Revenue
$546K
@ 1% on AUM
Est. EBITDA
$164K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 2 advisors
'26 · 3 advisors
'25'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association
Compliance & brand
All other collected signals (23)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaNewport Beach, CA
Bank of NewportNewport Beach, CA
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 21,014 |
| Returns | 1,770 |
Stub 2
| AGI | 49,345 |
| Returns | 1,320 |
Stub 3
| AGI | 82,209 |
| Returns | 1,320 |