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Building 2ANNANDALE CAPITAL, LLC

Map pinDALLAS, TX
Phone214-523-5000
NotebookSEC #801-64802
Total AUM
$1.6B
Employees
5
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2626 COLE AVENUE, SUITE 700
DALLAS
TX 75204
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
214-523-5000

ReceiptFinancials

Total AUM
$1.6B
Accounts
220
Discretionary
$1.5B
Accounts
153
Non-Discretionary
$85.8M
Accounts
67

ContactClients

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Individual Clients
35
AUM
$13.1M
HNW Individual Clients
165
AUM
$1.1B
Pension/Profit Sharing Plan Clients
2
AUM
$7.9M
Charitable Organization Clients
14
AUM
$32.5M
Insurance Company Clients
1
AUM
$2.4M
Corporation or Business Clients
3
AUM
$407.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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