Saltoro Capital, Lp

CRD#164111
Investment Advisor Firm

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Learn more about Saltoro Capital, Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • 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

    $109.4 million

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    4809 Cole Ave
    Dallas, TX 75205

    Saltoro Capital, Lp by the Numbers

    Total Assets Under Management

    $109.4 million

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    2

    National Average: 375,227
    Average Account Size

    $54.7 million

    National Average: $23.0 thousand
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    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

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    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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