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Building 29823 CAPITAL, LP

Map pinDALLAS, TX
Phone214-849-5800
NotebookSEC #801-127155
Total AUM
$677.1M
Employees
6
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CRESCENT COURT
SUITE 1450
DALLAS
TX 75201
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
214-849-5800

ReceiptFinancials

Total AUM
$677.1M
Accounts
19
Discretionary
$677.1M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
13
AUM
$8.1M
Pooled Vehicle Clients
5
AUM
$668.5M
Corporation or Business Clients
1
AUM
$575K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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