Kleinheinz Capital Partners, Inc. (Fort Worth)

Name: Kleinheinz Capital Partners, Inc.
Address: 301 Commerce Street, Fort Worth, TX, 76102
Telephone: 817-348-8100

Kleinheinz Capital Partners, Inc. is a large advisory firm based in Fort Worth. It manages $4.33 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Kleinheinz Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kleinheinz Capital Partners: assets under management

The assets under management (AUM) of Kleinheinz Capital Partners, Inc. is $4.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 206% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.33 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.44 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kleinheinz Capital Partners, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kleinheinz Capital Partners, Inc.

Andrew Jose Rosell joined the executive team most recently as the General Counsel And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Burke Kleinheinz	Chief executive officer	1 Jan 1996	75% - 100%	1306695
James Kenneth Phillips	Chief financial officer	1 Mar 2000	Other	5069000
Andrew Jose Rosell	General counsel and chief compliance officer	1 Oct 2005	Other	2956819

Based in Fort Worth

The principal office where Kleinheinz Capital Partners, Inc. performs its advisory services is located at 301 Commerce Street, Fort Worth, TX 76102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-348-8100 or by fax 817-348-8010. The normal business hours are 8:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.kleinheinz.com.