Carl
Tricoli

Denham Capital Management Lp

CRD#1946935
Investment Advisor
in Houston, TX

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About this Advisor

Carl Tricoli is a financial advisor operating out of Houston, Texas. Tricoli currently works for Denham Capital Management Lp. Throughout their career, Tricoli has worked at Ncnb Texas National Bank, Ncnb National Bank Of North Carolina and Denham Capital Management. Tricoli holds a Series 63 license, certifying them as a securities agent, and is approved to operate in Texas. Denham Capital Management Lp is a financial advisory business operating out of Boston, MA. The company has offices in five locations and a total of 34 employees. It administers $6 billion in total assets between its 12 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Denham Capital Management Lp has a few services, including portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services usually depend on which service is provided. However, fees charged by Denham Capital Management Lp can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

700 Louisiana Street Suite 3700
Houston, TX 77002

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Denham Capital Management Lp Brokerage Details

Total Assets Under Management

$6,350,730,492

TX Average: $16,012,751,954
Total Number of Employees

34

TX Average: 118
Total Number of Accounts

12

TX Average: 4,567
Average Account Size

$529,227,541

TX Average: $3,506,186

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Carl Tricoli Work History

Carl has been registered as a financial advisor for 0 years.*

2004 - Present (20 years)

Denham Capital Management

1988 - Present (36 years)

Ncnb National Bank Of North Carolina

1980 - Present (44 years)

Ncnb Texas National Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carl Tricoli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Denham Capital Management Lp

Riaz Siddiqi
Houston, TX
Carl Tricoli
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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