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Building 2GARCIA HAMILTON & ASSOCIATES LP

Map pinHOUSTON, TX
Phone713-853-2322
NotebookSEC #801-56194
Total AUM
$24.9B
Employees
41
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 HOUSTON CENTER
1401 MCKINNEY ST., SUITE 1600
HOUSTON
TX 77010-4037
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
713-853-2322

ReceiptFinancials

Total AUM
$24.9B
Accounts
382
Discretionary
$24.9B
Accounts
382
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$7.4M
Investment Company Clients
1
AUM
$344.3M
Pooled Vehicle Clients
2
AUM
$46.3M
Pension/Profit Sharing Plan Clients
28
AUM
$5.6B
Charitable Organization Clients
90
AUM
$2.4B
Government Entity Clients
148
AUM
$13.7B
Investment Advisor Clients
8
AUM
$416.4M
Insurance Company Clients
11
AUM
$584.7M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
23
AUM
$1.8B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACTDEFLGAILINLAMAMDMIMONCNJNYOKPATXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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