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Building 2WHITETIP CAPITAL LLC

Map pinRICHMOND, TX
Phone(281) 674-4059
NotebookSEC #801-110322
Total AUM
$205M
Employees
1
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1707 WYNDALE CT
RICHMOND
TX 77406
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(281) 674-4059

ReceiptFinancials

Total AUM
$205M
Accounts
5
Discretionary
$205M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$1M
Pooled Vehicle Clients
2
AUM
$204M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
SUB ADVISER SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SUB-ADVISER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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