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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