Pool Capital Partners LLC is a large advisory firm based in Houston. It manages $40.5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Kentucky, and 8 other states.
Pool Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pool Capital Partners LLC is $40.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 939% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pool Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Pool Capital Partners LLC performs its advisory services is located at 600 Travis Street, Houston, TX 77002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-220-5151 or by fax 713-220-5122. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.