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Norcap Investment Management, L.P.

● SEC registered since 2005CRD 132975SEC# 801-64155Austin, TX
Export (members)
Ranks #4,191 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$314.8M
Fund GAV
$314.8M
Private funds
5
Employees
8
Accounts
8
Location
Austin, TX

Norcap Investment Management, L.P. assets under management

Norcap Investment Management, L.P. is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2005. It reports $314.8 million in regulatory assets under management and employs 8 people. Norcap Investment Management, L.P. manages 5 private funds with combined gross assets of $314.8 million, including Norcap Diversified Premium Fund, L.P. By regulatory assets, it ranks 4,191 of 5,911 private fund managers.

Norcap Investment Management, L.P. private funds

5 funds · $314.8M GAV
FundTypeGross assetsMin.
Norcap Diversified Premium Fund, L.P.Hedge$178.4M$1M
Govplus Fund Ai, L.P.Hedge$68.7M$250K
Norcap Premium Plus Fund, L.P.Hedge$65.6M$500K
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Norcap Investment Management, L.P. owners & executives

7 reported
NameTitleOwnershipSince
Bag Securities, L.L.C. ControlLimited PartnerOver 75%2020
James Bolton Walters ControlChairman, Chief Executive Officer, Chief Compliance OfficerUnder 5%2020
Kenneth Lewis Tananbaum ControlSecretary; Portfolio ManagerUnder 5%2022
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Frequently asked questions

How much does Norcap Investment Management, L.P. manage?

Norcap Investment Management, L.P. reports $314.8 million in regulatory assets under management on its Form ADV.

How many private funds does Norcap Investment Management, L.P. manage?

Norcap Investment Management, L.P. manages 5 private funds with combined gross assets of $314.8 million.

How many employees does Norcap Investment Management, L.P. have?

Norcap Investment Management, L.P. reports 8 employees.

Where is Norcap Investment Management, L.P. located?

Norcap Investment Management, L.P. is based in Austin, TX and has been SEC-registered since 2005.

Does Norcap Investment Management, L.P. disclose fund performance?

Norcap Investment Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15100 Gebron Drive, Austin, TX 78734
Phone972-701-8813
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$314.8M
Non-discretionary$0
Total (RAUM)$314.8M