Fisherman Capital Management, LLC (Dallas)


Fisherman Capital Management, LLC is an adviser based in Dallas. It manages $20.35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Fisherman Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fisherman Capital Management: assets under management

The assets under management (AUM) of Fisherman Capital Management, LLC is $20.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 303% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.35 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fisherman Capital Management, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Rha Investments General partner 1 Jan 2000 25% - 50% 75-2543280
Robert Hudson Alpert Shareholder 1 Jan 2000 75% - 100% 1732041
Michael Grant Dollar Trustee 1 Apr 2007 75% - 100% 1895548

Based in Dallas

The principal office where Fisherman Capital Management, LLC performs its advisory services is located at 8214 Westchester Drive, Dallas, TX 75225, 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 214.346.9615 or by fax 214.999.6095. The normal business hours are 8:30 a.m. - 430 p.m. on Monday - Friday.