| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Commerce Street Financial Partners II, LP | Private Equity | $68.5M | $1M |
| Commerce Street Carlyle Private Equity Fund I, LP | Private Equity | $8.1M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bertrand Kiver Maimo | Chief Financial Officer | Under 5% | 2017 |
| Bobby Lee Hashaway Control | Executive Vice President, Chief Operating Officer, Head Of Accounting, Cco | Under 5% | 2008 |
| Commerce Street Holdings, LLC Control | Member | Over 75% | 2008 |
Commerce Street Investment Advisor, LLC reports $876.5 million in regulatory assets under management on its Form ADV.
Commerce Street Investment Advisor, LLC manages 2 private funds with combined gross assets of $76.7 million.
Commerce Street Investment Advisor, LLC reports 16 employees.
Commerce Street Investment Advisor, LLC is based in Dallas, TX and has been SEC-registered since 2008.
Commerce Street Investment Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1445 Ross Avenue, Suite 2700, Dallas, TX 75202 |
| Phone | 214-545-6800 |
| Fax | 214-545-6855 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $240.6M |
| Non-discretionary | $635.9M |
| Total (RAUM) | $876.5M |