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9823 CAPITAL, LP
200 Crescent Court, Suite 1450
Dallas, Texas 75201
Tel: 214-880-7444
About 9823 CAPITAL, LP
9823 CAPITAL, LP, formally registered with the SEC as 9823 CAPITAL, LP. The firm was established in 01/06/2023. They have over 1 offices throughout the country.
9823 CAPITAL, LP is a Dallas, Texas based Financial Planning firm with nearly $117,860,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324329 |
| SEC# | 801-127155 |
| Assets Managed by Firm | $117,860,000 |
| No. of Clients | 3 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $117,860,000 |
| Individuals (other than high net worth individuals) | 1 | $550,000 |
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