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COMMERCE STREET INVESTMENT MANAGEMENT
DALLAS, TX
214-545-6800
SEC #801-68792Total AUM
$891.3M
Employees
14Clients
64Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1445 ROSS AVENUE, SUITE 2700
DALLAS
TX 75202
United States
DALLAS
TX 75202
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
214-545-6800
Other Offices
1
Financials
Total AUM
$891.3M
Accounts
64Discretionary
$300.6M
Accounts
17Non-Discretionary
$590.7M
Accounts
47
Clients
HNW Individual Clients
5AUM
$3.1M
Pooled Vehicle Clients
2AUM
$86M
Pension/Profit Sharing Plan Clients
47AUM
$590.7M
Charitable Organization Clients
6AUM
$186.2M
Corporation or Business Clients
2AUM
$22.8M
Other Clients
2AUM
$2.5M
Description of Other Clients
SMA OCIO
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
% OF ASSETS ON COMMITTED CAPITAL, % OF CLIENT INVESTABLE ASSETS
Compliance
Disclosures
None reported
State Registrations
CACOCTFLILLAMAMSNCNENHNJNYOKTX
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.