8 KNOTS MANAGEMENT, LLC

4530 Woodfin Drive
Dallas, Texas 75220
Tel: 646-379-0396

About 8 KNOTS MANAGEMENT, LLC

8 KNOTS MANAGEMENT, LLC, formally registered with the SEC as 8 KNOTS MANAGEMENT, LLC. The firm was established in 01/25/2021. They have over 1 offices throughout the country.

8 KNOTS MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $894,483,077 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305473
SEC#	801-120135
Assets Managed by Firm	$894,483,077
No. of Clients	6
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$894,483,077
Other investment advisers	4	$305,974,152

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