Fcm Investments, L.P. (Dallas)
Fcm Investments, L.P. is a large advisory firm based in Dallas. It manages $185.75 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Oklahoma and Texas.
Fcm Investments provides portfolio management for individuals and small businesses and 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.
Fcm Investments: assets under management
The assets under management (AUM) of Fcm Investments, L.P. is $185.75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in government bonds the most. They account for 54% of the total AUM. The second-largest asset type is exchange traded securities, which make up 38% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Fcm Investments, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Fcm Investments serves?
The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Fcm Investments is high net worth individuals with 31 clients and $178.45 million of assets under management. Among the 12 most similar advisory firms, Fcm Investments has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $185.75 million for 35 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fcm Investments also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $400,000 for each fund.
Careers at Fcm Investments, L.P.
The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Dallas
The principal office where Fcm Investments, L.P. performs its advisory services is located at 2200 Ross Avenue, Dallas, TX 75201 7931, 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 214-665-6900 or by fax 214-665-6940. The normal business hours are 8:00a - 5:00p on Monday - Friday. You can find more information about the New York firm at fcminvest.com.
Registered investment advisers similar to Fcm Investments, L.P.
- Fiduciary Wealth Management
- North Country Investment Advisers
- 5 T Wealth
- Pachira Investments
- Climber Capital
- Sentinel Wealth Management
- Bourne Stenstrom Lent Asset Management
- Know Your Options
- Gkv Capital Management
- Bexil Advisers
- Universal Financial Services
- Lgt Financial Advisors
- Proxima Capital Management
- Morganrosel Wealth Management
- Access International Advisors