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Hirzel Capital Management, LLC (Dallas)


Hirzel Capital Management, LLC is a large advisory firm based in Dallas. It manages $1.54 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

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Hirzel Capital Management provides portfolio management of investment funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hirzel Capital Management: assets under management

The assets under management (AUM) of Hirzel Capital Management, LLC is $1.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1220% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.54 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $513.8 million each.
Hirzel Capital Management has custody of $1.54 billion in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hirzel Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Lp Cwk Operating Company Sole member 1 Nov 2008 75% - 100% 20-4326347

Based in Dallas

The principal office where Hirzel Capital Management, LLC performs its advisory services is located at 3963 Maple Avenue, Dallas, TX 75219, 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 214-999-0014 or by fax 214-999-0020. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at hirzelcapital.com.


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