Sign in
Create a free account
CITATION
DALLAS, TX
469-607-0253
SEC #801-132086Total AUM
$1.4B
Employees
14Clients
10Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
PARKLAND HALL, OLD PARKLAND
3889 MAPLE AVE, SUITE 225
DALLAS
TX 75219
United States
3889 MAPLE AVE, SUITE 225
DALLAS
TX 75219
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
469-607-0253
Other Offices
1
Financials
Total AUM
$1.4B
Accounts
10Discretionary
$1.4B
Accounts
10Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
10AUM
$1.4B
Services
Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO COMPANY MANAGEMENT SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PORTFOLIO COMPANY FEES, DIRECTORS' FEES, CONSULTING FEES, ETC.
Compliance
Disclosures
None reported
State Registrations
CTTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.