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Building 2PUBLIC EQUITY PARTNERS

Map pin
Phone512-422-7559
NotebookSEC #801-62213
Total AUM
$187M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
512-422-7559

ReceiptFinancials

Total AUM
$187M
Accounts
2
Discretionary
$42M
Accounts
1
Non-Discretionary
$145M
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$145M
Pooled Vehicle Clients
1
AUM
$42M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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