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NORCAP INVESTMENT MANAGEMENT, L.P.
15100 Gebron Drive
Austin, Texas 78734
Tel: 972-701-8813
About NORCAP INVESTMENT MANAGEMENT, L.P.
NORCAP INVESTMENT MANAGEMENT, LP, formally registered with the SEC as NORCAP INVESTMENT MANAGEMENT, LP. The firm was established in 04/14/2005. They have over 2 offices throughout the country.
NORCAP INVESTMENT MANAGEMENT, L.P. is a Austin, Texas based Financial Planning firm with nearly $204,377,523 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132975 |
| SEC# | 801-64155 |
| Assets Managed by Firm | $204,377,523 |
| No. of Clients | 8 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $204,377,523 |
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