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Saxon Interests, Inc.

● SEC registered since 2021CRD 311687SEC# 801-120283Houston, TX
Export (members)
Reg. AUM
$616.5M
Employees
16
Accounts
1,713
Location
Houston, TX

Saxon Interests, Inc. assets under management

Saxon Interests, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2021. It reports $616.5 million in regulatory assets under management and employs 16 people.
www.linkedin.com/company/10644737View on SEC.gov ↗

Saxon Interests, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jaclyn Beasley Gilbert ControlChief Compliance OfficerUnder 5%2021
Richard Allan Saxon ControlPresidentOver 75%2021

Frequently asked questions

How much does Saxon Interests, Inc. manage?

Saxon Interests, Inc. reports $616.5 million in regulatory assets under management on its Form ADV.

How many employees does Saxon Interests, Inc. have?

Saxon Interests, Inc. reports 16 employees.

Where is Saxon Interests, Inc. located?

Saxon Interests, Inc. is based in Houston, TX and has been SEC-registered since 2021.

Does Saxon Interests, Inc. disclose fund performance?

Saxon Interests, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1177 West Loop S, Suite 1825, Houston, TX 77027
Phone713-425-5340
Fax713-425-5341
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1905867
Discloses disciplinary historyNo

Assets under management

Discretionary$495.9M
Non-discretionary$120.6M
Total (RAUM)$616.5M