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Cardinal Public Market Group, L.P. (Dallas)


Cardinal Public Market Group, L.P. is a large advisory firm based in Dallas. It manages $664 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.




Cardinal Public Market Group 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.

Cardinal Public Market Group: assets under management

The assets under management (AUM) of Cardinal Public Market Group, L.P. is $664 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $564 million in discretionary accounts and $100 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.57 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cardinal Public Market Group, L.P. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Edward Washington Rose Member 1 Jun 2004 75% - 100% 403939

Based in Dallas

The principal office where Cardinal Public Market Group, L.P. performs its advisory services is located at 500 Crescent Court, Dallas, TX 75201, 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 214-871-6809 or by fax 214-871-6801. The normal business hours are 9:00a.m. to 4:00p.m. on Monday - Friday.


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