Spindletop Capital, LLC
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Learn more about Spindletop Capital, LLC
Overview
Spindletop Capital, LLC is a financial advisor firm located in Lake Forest, Illinois. Spindletop Capital, LLC administers $48.1 million in total assets over two accounts. The company has a small group, including 2 financial advisors. Spindletop Capital, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as bonds, options and stocks.
Spindletop Capital, LLC oversees all of its accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions for the client's account without requiring the client's approval. Spindletop Capital, LLC administers about $24.1 million for every account. An average advisor at Spindletop Capital, LLC administers about one client account, making it one of the most individualized advisor firms in the country.
Spindletop Capital, LLC's main office is at 271 Market Square, Lake Forest, Illinois 60045. It is legally permitted to serve clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Spindletop Capital, LLC by the Numbers
$48.1 million
2
2
$24.1 million
Fee Structure
Fees charged by financial advisors usually vary depending on which service is provided. However, fees billed by Spindletop Capital, LLC most likely consist of some combination of the following fee structures: asset-based, performance-based or other. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its two customers, Spindletop Capital, LLC's biggest client is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Spindletop Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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