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Autumn Glory Partners, LLC

● SEC registered since 2017CRD 288250SEC# 801-110630Dallas, TX
Export (members)
Reg. AUM
$552.9M
Employees
2
Accounts
164
Location
Dallas, TX

Autumn Glory Partners, LLC assets under management

Autumn Glory Partners, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2017. It reports $552.9 million in regulatory assets under management and employs 2 people.

Autumn Glory Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Courtney Diane LawsonChief Compliance OfficerUnder 5%2020
Jacquelyn Irwin Revocable TrustMemberUnder 5%2012
Penny Lou AdamsonMember10-25%2012
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Frequently asked questions

How much does Autumn Glory Partners, LLC manage?

Autumn Glory Partners, LLC reports $552.9 million in regulatory assets under management on its Form ADV.

How many employees does Autumn Glory Partners, LLC have?

Autumn Glory Partners, LLC reports 2 employees.

Where is Autumn Glory Partners, LLC located?

Autumn Glory Partners, LLC is based in Dallas, TX and has been SEC-registered since 2017.

Does Autumn Glory Partners, LLC disclose fund performance?

Autumn Glory Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8235 Douglas Avenue, Suite 720, Dallas, TX 75225
Phone214-378-1212
Office hours9:00 a.m. To 3:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$552.9M
Non-discretionary$0
Total (RAUM)$552.9M