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Precept Management, LLC

● SEC registered since 2006CRD 114671SEC# 801-66256Dallas, TX
Export (members)
Ranks #5,813 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$13.7M
Fund GAV
$13.7M
Private funds
3
Employees
3
Accounts
3
Location
Dallas, TX

Precept Management, LLC assets under management

Precept Management, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2006. It reports $13.7 million in regulatory assets under management and employs 3 people. Precept Management, LLC manages 3 private funds with combined gross assets of $13.7 million, including The Precept Fund, L.P. By regulatory assets, it ranks 5,813 of 5,911 private fund managers.

Precept Management, LLC private funds

3 funds · $13.7M GAV
FundTypeGross assetsMin.
The Precept Fund, L.P.Hedge$9.7M$500K
Precept Special Situation Fund, L.P.Hedge$2.9M$500K
Precept Credit Opportunities Fund, L.P.Hedge$1.1M$500K

Precept Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dana Blair Baker ControlManaging Member, Precept Management, LlcOver 75%1998
Nick Robert Roossien ControlChief Financial Officer And Chief Compliance Officer, Precept Management, LlcUnder 5%2006

Frequently asked questions

How much does Precept Management, LLC manage?

Precept Management, LLC reports $13.7 million in regulatory assets under management on its Form ADV.

How many private funds does Precept Management, LLC manage?

Precept Management, LLC manages 3 private funds with combined gross assets of $13.7 million.

How many employees does Precept Management, LLC have?

Precept Management, LLC reports 3 employees.

Where is Precept Management, LLC located?

Precept Management, LLC is based in Dallas, TX and has been SEC-registered since 2006.

Does Precept Management, LLC disclose fund performance?

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

Contact & registration

Address200 Crescent Court, Suite 1450, Dallas, TX 75201
Phone214-880-7444
Fax214-880-0082
Office hours8 a.m. To 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$13.7M
Non-discretionary$0
Total (RAUM)$13.7M