Greenbrier Partners Capital Management, LLC (Dallas)

Greenbrier Partners Capital Management, LLC is a large advisory firm based in Dallas. It manages $512.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

Greenbrier Partners Capital Management 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.

Greenbrier Partners Capital Management: assets under management

The assets under management (AUM) of Greenbrier Partners Capital Management, LLC is $512.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 199% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $512.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $512.1 million each.

Greenbrier Partners Capital Management has custody of $512.1 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Greenbrier Partners Capital Management, LLC for their services and products based on 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 Greenbrier Partners Capital Management serves?

The only and largest group of clients of Greenbrier Partners Capital Management is pooled investment vehicles with 1 clients and $512.1 million of assets under management. Among the 8 most similar advisory firms, Greenbrier Partners Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $512.1 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Greenbrier Partners Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Greenbrier Partners Capital Management, LLC

The company employs 4 people that are either part- or full-time employees. 75 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

Name	Entity	Date acquired	Ownership	Employer ID
Frederick Earle Rowe	Managing member	1 Sep 2011	75% - 100%	406088
Jennifer Kay Williams	Chief compliance officer	1 Sep 2011	Other	4812847
Brian M Kilburn	Chief compliance officer	1 Jul 2012	Other	5804528
Herbert R Kuppin	Chief compliance officer	1 Jun 2014	Other	4279300

Based in Dallas

The principal office where Greenbrier Partners Capital Management, LLC performs its advisory services is located at 3879 Maple Avenue, Dallas, TX 75219, 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 214-720-2060 or by fax 214-720-2071. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.