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Adell Harriman & Carpenter Inc

● SEC registered since 1995CRD 107488SEC# 801-50660Houston, TX
Export (members)
Reg. AUM
$1.76B
Employees
11
Accounts
2,091
Location
Houston, TX

Adell Harriman & Carpenter Inc assets under management

Adell Harriman & Carpenter Inc is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1995. It reports $1.8 billion in regulatory assets under management and employs 11 people.

Adell Harriman & Carpenter Inc owners & executives

5 reported
NameTitleOwnershipSince
Jennifer Lynn Barron ControlPrincipal10-25%2024
Leia Powell Carpenter ControlPrincipal, Chief Compliance Officer25-50%1995
Marcus Wilson Berry ControlPrincipal10-25%2020
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Frequently asked questions

How much does Adell Harriman & Carpenter Inc manage?

Adell Harriman & Carpenter Inc reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Adell Harriman & Carpenter Inc have?

Adell Harriman & Carpenter Inc reports 11 employees.

Where is Adell Harriman & Carpenter Inc located?

Adell Harriman & Carpenter Inc is based in Houston, TX and has been SEC-registered since 1995.

Does Adell Harriman & Carpenter Inc disclose fund performance?

Adell Harriman & Carpenter Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2700 Post Oak Blvd, Ste 1200, Houston, TX 77056
Phone713-621-1155
Fax713-621-7318
Office hours8:30 a.m.-5:00 p.m. M-Th; 8:00 a.m.-4:30 p.m. F
SEC regionFort Worth Regional Office (FWRO)
CIK1134152
Discloses disciplinary historyNo

Assets under management

Discretionary$1.76B
Non-discretionary$0
Total (RAUM)$1.76B