Condire Management, Lp
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Overview
Condire Management, Lp operates as a financial advisory firm that has its headquarters in Dallas, Texas. The company controls $1.2 billion in assets under management over five accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). Condire Management, Lp has a small team, including 6 financial advisors. Condire Management, Lp is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable financial assets like bonds, equities and options.
Condire Management, Lp administers all of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring the customer's consent. The investment advisory firm manages an average of $249.0 million for each account. The average financial advisor at Condire Management, Lp oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's central office is at 1717 Mckinney Ave., Dallas, Texas 75202. Condire Management, Lp is legally registered to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Condire Management, Lp by the Numbers
$1.2 billion
10
5
$249.0 million
Fee Structure
Financial management fees typically vary depending on which services are provided. However, fees charged by Condire Management, Lp most likely 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 offered by the firm.
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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its five customers, Condire Management, Lp's largest client type by number of accounts is pooled investment vehicles. About 40% 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
Condire Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Condire Management, Lp
Dallas, TX
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