SourcingSourcing

PARRISH CAPITAL PARTNERS

C12
CRD 342217·SEC 802-136234·CORAL GABLES, FL
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARRISH CAPITAL PARTNERS
CRD
342217
SEC file #
802-136234
EIN
—
DBA names
Parrish Capital PartnersParrish Private Equity Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
CORAL GABLES FL
Branches
Count1

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Solorzano, Juan, Carlos
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Solorzano, Juan, Carlos
Verdeja, Miguel, Angel
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

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
0.3361
Soi Zip Pct 200k Plus
0.1881
Soi Zip Returns 200k Plus
4,130
Soi Zip Total AGI
4,712,134
Fdic Zip Total Deposits
452,617,976,000
Fdic Zip Branch Count
1,396
Fdic Zip Top Banks
City National Bank of Florida
MERCANTIL COMMERCEBANK, NATIONAL ASSOCIATION

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
Interactive Brokers3
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Coral Gables, FL
Home Savings of America, FSBCoral Gables, FL
Fdic Zip HHI
438.08
Fdic Zip Top Bank Share Pct
11.84
Fdic Zip Year
2025
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI74,028
Returns6,140
Stub 2
AGI148,373
Returns4,090
Stub 3
AGI159,837
Returns2,600
Soi Zip Total Business Income
111,250
Soi Zip Total Cap Gains
914,553
Soi Zip Total Dividends
204,470
Soi Zip Total Returns
21,960
Top Owner CRD
8180903

People (2)

2
Juan Carlos Solorzano
Direct Owner · 62.5%
8180903
Verdeja, Miguel, Angel
Direct Owner · 62.5%
8251812