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Building 2NGP

Map pinDALLAS, TX
Phone972-432-1440
NotebookSEC #801-73799
Total AUM
$10.9B
Employees
56
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2850 N. HARWOOD STREET, 19TH FLOOR
DALLAS
TX 75201
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
972-432-1440
Other Offices
1

ReceiptFinancials

Total AUM
$10.9B
Accounts
16
Discretionary
$10.9B
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
17
AUM
$10.9B

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
TX

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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