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Building 2WL ROSS & CO. LLC

Map pinDALLAS, TX
Phone972-715-7400
NotebookSEC #801-67779
Total AUM
$224.6M
Employees
9
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2300 NORTH FIELD STREET
SUITE 1200
DALLAS
TX 75201
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
972-715-7400

ReceiptFinancials

Total AUM
$224.6M
Accounts
4
Discretionary
$224.6M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$224.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DETX

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 26 other businesses.

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