$80MM AUM | $550,000 GDC in Austin, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Merge
Location
Austin, TX, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
300
Avg Client Age
43
Overview

We are an Austin Texas based, SEC registered investment advisory firm in business since 2006. We manage both retail and institutional business and custody at Charles Schwab. We are interested in growing the firm organically as well as through a strategic partnership with a like-minded firm. We are firm-wide GIPS compliant and would prefer to engage with another asset management firm that has an investment strategy that does not overlap with ours, is also GIPS compliant and has, at a minimum, a five year track record with the same portfolio management team in place since the inception of the strategy. We run a small cap value (14 year track record and Informa-PSN Top Gun Money Manager of the decade) as well as a 12 year GIPS compliant Large Value strategy with multiple Top Gun awards from Informa-PSN.

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