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TRACE CAPITAL MANAGEMENT LP
1400 Post Oak Blvd.
Suite 1000
Houston, Texas 77056
Tel: 713-217-2722
About TRACE CAPITAL MANAGEMENT LP
TRACE CAPITAL MANAGEMENT LP, formally registered with the SEC as TRACE CAPITAL MANAGEMENT LP. The firm was established in 07/06/2022. They have over 1 offices throughout the country.
TRACE CAPITAL MANAGEMENT LP is a Houston, Texas based Financial Planning firm with nearly $1,817,647,389 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322094 |
| SEC# | 801-126033 |
| Assets Managed by Firm | $1,817,647,389 |
| No. of Clients | 4 |
| No. of Advisors | 16 |
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 | 4 | $1,817,647,389 |
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