Crow Holdings Capital Partrners, L.L.C. is a large advisory firm based in Dallas. It manages $1.82 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Texas.
Crow Holdings Capital Partrners, L.L.C provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and 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.
The assets under management (AUM) of Crow Holdings Capital Partrners, L.L.C. is $1.82 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Crow Holdings Capital Partrners, L.L.C. 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.
Anne Lewis Raymond has been acting as President since 1 Jan 2011. James Conrad Morrison joined the executive team most recently as the Chief Compliance Officer.
The principal office where Crow Holdings Capital Partrners, L.L.C. performs its advisory services is located at 3819 Maple Ave, Dallas, TX 75219 3913, 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 214-661-8000 or by fax 214-445-0943. The normal business hours are 8:30-5:30 on Monday - Friday.