ARCTOS PARTNERS

4550 Travis Street
Suite 300
Dallas, Texas 75205
Tel: 972-918-3800

About ARCTOS PARTNERS

ARCTOS PARTNERS, formally registered with the SEC as ARCTOS PARTNERS. The firm was established in 02/25/2020. They have over 3 offices throughout the country.

ARCTOS PARTNERS is a Dallas, Texas based Financial Planning firm with nearly $9,825,190,265 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307116
SEC#	801-118024
Assets Managed by Firm	$9,825,190,265
No. of Clients	30
No. of Advisors	50

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	30	$9,825,190,265

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