Csl Capital Management, L.P
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Overview
Csl Capital Management, L.P operates as a financial advisory firm that has its headquarters in Houston, Texas. The company controls $723.2 million in assets throughout 12 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 6 financial advisors. Csl Capital Management, L.P does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like bonds, equities and options.
Csl Capital Management, L.P oversees all of its accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell judgments for the client's account without needing to seek the customer's consent. The company supervises roughly $60.3 million for every client account. The typical advisor at Csl Capital Management, L.P administers about two client accounts, making it one of the most personalized advisor firms in the country.
The company's central office is at 2500 Summer Street, Houston, Texas 77007. It is legally registered to provide services to customers throughout a number of states, including Connecticut and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Csl Capital Management, L.P by the Numbers
$723.2 million
11
12
$60.3 million
Fee Structure
Financial management fees largely vary depending on which services the firm provides the client. Fees charged by the company can consist of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
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
Csl Capital Management, L.P caters to pooled investment vehicles. Out of its 12 accounts, Csl Capital Management, L.P's biggest client type is pooled investment vehicles. Around 33% of the company's customers are represented by people from outside of the U.S.
- 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
Csl Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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