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St. James Investment Company, LLC

● SEC registered since 2003CRD 124777SEC# 801-61779Southlake, TX
Export (members)
Reg. AUM
$595.2M
Employees
6
Accounts
1,105
Location
Southlake, TX

St. James Investment Company, LLC assets under management

St. James Investment Company, LLC is an investment advisory firm registered with the SEC based in Southlake, TX. The firm has been registered since 2003. It reports $595.2 million in regulatory assets under management and employs 6 people.

St. James Investment Company, LLC owners & executives

5 reported
NameTitleOwnershipSince
Lawrence Joseph Redell ControlMember And Chief Compliance Officer25-50%2021
Robert Joseph Mark ControlManagerUnder 5%1999
Sibelius Holdings, LLC ControlMember50-75%2018
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Frequently asked questions

How much does St. James Investment Company, LLC manage?

St. James Investment Company, LLC reports $595.2 million in regulatory assets under management on its Form ADV.

How many employees does St. James Investment Company, LLC have?

St. James Investment Company, LLC reports 6 employees.

Where is St. James Investment Company, LLC located?

St. James Investment Company, LLC is based in Southlake, TX and has been SEC-registered since 2003.

Does St. James Investment Company, LLC disclose fund performance?

St. James Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address535 S. Kimball Avenue, Suite 140, Southlake, TX 76092
Phone214-484-7250
Fax214-889-5057
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1504492
Discloses disciplinary historyNo

Assets under management

Discretionary$595.2M
Non-discretionary$0
Total (RAUM)$595.2M