1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WHITE DEER

Map pinHOUSTON, TX
Phone713-581-6900
NotebookSEC #801-74249
Total AUM
$960.8M
Employees
9
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 LOUISIANA STREET
SUITE 4770
HOUSTON
TX 77002
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
713-581-6900
Other Offices
1

ReceiptFinancials

Total AUM
$960.8M
Accounts
15
Discretionary
$960.8M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
13
AUM
$926.2M
Other Clients
2
AUM
$34.6M
Description of Other Clients
FUNDS OF ONE

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account