Saltoro Capital, Lp
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Overview
Saltoro Capital, Lp operates as a financial advisory firm headquartered in Dallas, Texas. The company controls $109.4 million in total assets throughout two accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Saltoro Capital, Lp has a small team, including 3 financial advisors. Saltoro Capital, Lp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as stocks, bonds and options.
Saltoro Capital, Lp administers all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices for the client's account without needing client consent. The advisory firm administers roughly $54.7 million for every client account. An average advisor at Saltoro Capital, Lp oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is located at 4809 Cole Ave, Dallas, Texas 75205. It is legally registered to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Saltoro Capital, Lp by the Numbers
$109.4 million
3
2
$54.7 million
Fee Structure
Fees for financial advice usually depend on the type of services provided. However, fee types billed by Saltoro Capital, Lp can include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Saltoro Capital, Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its two clients, Saltoro Capital, Lp's largest client type by number of accounts is pooled investment vehicles. Around 50% of the company's customers are represented by non-U.S. persons.
- 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
Saltoro Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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