{{ Info.Overview }}
Adviser Profile
| As of Date | 05/01/2020 |
| Registration status | Registration Changed to LIMESTONE VALUE PARTNERS, LLC |
| ADV Location | HOUSTON, TX, United States |
| AUM* | 135,504,726 |
| of that, discretionary | 135,504,726 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,318,611 |
| % High Net Worth | 81.82% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
150M
128M
107M
86M
64M
43M
21M
2015
2016
2017
2018
2019
2020