SeeBITDAOklahoma

Multilateral Endowment Management Company

Financial advisors
  • 209 Lilac Drive Suite 130, Edmond, OK
Nonprofit
Reported revenueReported figures
$4.9M
$4.7Mlikely range$5.2M
Revenue
$4.9M
a year
Profit (EBITDA)
$1.6M
32% of revenue
Employees
7
reported in 2020
Owner not found yet
We haven't found the owner in public records
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How we got $4.9M

Based on IRS Form 990 (2025).

Reported revenue, IRS Form 990 (2025)$4.9M
× 32% profit margin$1.6M

· Own this business? Correct these figures

What we know

PPP loan, 2020
401(k) filing, 2025
Reported financials
No website found
Owner not found

Employees over time

▲ 100% since 2020
01020202020212022202320242025714
401(k) / retirement-plan participantsEmployees reported for PPP
Show as table
YearSourceEmployeesEst. revenueEst. EBITDA
2020PPP loan7$2.3M$755K
2020Form 55007$2.3M$755K
2021Form 55005$1.7M$539K
2022Form 55007$2.3M$755K
2023Form 550011$3.7M$1.2M
2024Form 550012$4.0M$1.3M
2025Form 550014$4.7M$1.5M

Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
MULTILATERAL ENDOWMENT MANAGEMENT COMPANY
this business
$4.9M$1.6M—
BUFFALO CREEK LLC
Edmond · 3 employees
$2.2M$797K0.1 mi
HAL FRENCH LLC
Edmond · 2 employees
$1.5M$529K0.1 mi
AVERA INVESTMENTS, INC
Edmond · 1 employees
$377K$170K0.2 mi
FRESH LOOK INVESTMENTS LLC
Edmond · 11 employees
$10.0M$2.9M0.8 mi
CHAPPELWOOD FINANCIAL SERVICES
Edmond · 4 employees
$1.8M$687K1.4 mi
MARBET LLC
Edmond · 2 employees
$1.5M$549K1.4 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

These are the business's own reported figures, from its IRS Form 990 filing, not an estimate. EBITDA applies the industry margin to reported revenue.

Revenue range$4.7M – $5.2M
EBITDA range$1.5M – $1.7M
Industry (NAICS)Other financial investment activities (523930)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology

People & advisors

Leadership

  • RH
    Ryan Harms
    Cio · $878K pay (Form 990)
  • AR
    Ashley Roche
    COO & General Counsel/Secretary · $876K pay (Form 990)
  • SR
    Sarah Rasbold
    Director of Investment · $320K pay (Form 990)
  • JY
    Justin Young
    Director of Investment · $257K pay (Form 990)
  • CD
    Cooper Davis
    Associate Director of ODD · $173K pay (Form 990)
  • JI
    Jacob Ishee
    Investment Officer · $171K pay (Form 990)
  • KW
    Kinsey Wyatt
    Associate Director of ODD · $148K pay (Form 990)
  • BB
    Bryan Begley
    Chairman of the Board of Directors · Form 990
  • BW
    Brad Williams
    Board member · Form 990
  • JW
    Jay Wiese
    Board member · Form 990
  • MA
    Mark Allen
    Board member · Form 990
  • CT
    Carl Thoma
    Board member · Form 990

Advisors

  • AccountingEide Bailly LLPPrepared its Form 990
  • BankingFirst National Bank of OklahomaPPP / SBA lender

From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.

Banking relationships

First National Bank of Oklahoma
PPP 2020
All 405 borrowers →

From PPP and SBA loan records, which name the bank but not the individual banker.

PPP loans

ApprovedDrawAmountForgivenJobsLender
4/5/2020first$166K$167K7First National Bank of Oklahoma

Public records

IRS Form 990
Nonprofit
Revenue (2025)$4.9M
Assets$3.4M
Tax-exempt since2019

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Multilateral Endowment Management Company

Multilateral Endowment Management Company is a financial advisors company in Edmond, Oklahoma. Its reported annual revenue is about $4.9M, with roughly $1.6M of EBITDA. It has about 14 employees.

Common questions

Who owns Multilateral Endowment Management Company?
The owner of Multilateral Endowment Management Company isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Multilateral Endowment Management Company make?
Multilateral Endowment Management Company reported revenue of about $4.9M.
How many employees does Multilateral Endowment Management Company have?
About 14, from its 2025 retirement-plan filing.