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Building 2CRG

Map pinHOUSTON, TX
Phone713-209-7350
NotebookSEC #801-63545
Total AUM
$2.2B
Employees
21
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 MAIN STREET, SUITE 2500
HOUSTON
TX 77002-6340
United States
Operating Hours
8:30AM - 5:30PM CENTRAL TIME
Monday - Friday
Phone
713-209-7350
Other Offices
2

ReceiptFinancials

Total AUM
$2.2B
Accounts
10
Discretionary
$2.2B
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$2.2B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CONYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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