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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