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The Capital Chart Room, Ltd

● SEC registered since 2001CRD 117980SEC# 801-60779Fort Worth, TX
Export (members)
Reg. AUM
$332.7M
Employees
9
Accounts
255
Location
Fort Worth, TX

The Capital Chart Room, Ltd assets under management

The Capital Chart Room, Ltd is an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2001. It reports $332.7 million in regulatory assets under management and employs 9 people.

The Capital Chart Room, Ltd owners & executives

4 reported
NameTitleOwnershipSince
Jeffrey Mark Holler ControlPresident, Ceo & Chief Compliance OfficerUnder 5%2002
Tccr Holdings, Ltd.Limited PartnerOver 75%2002
Tccr Management, LLC ControlGeneral PartnerUnder 5%2001
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Frequently asked questions

How much does The Capital Chart Room, Ltd manage?

The Capital Chart Room, Ltd reports $332.7 million in regulatory assets under management on its Form ADV.

How many employees does The Capital Chart Room, Ltd have?

The Capital Chart Room, Ltd reports 9 employees.

Where is The Capital Chart Room, Ltd located?

The Capital Chart Room, Ltd is based in Fort Worth, TX and has been SEC-registered since 2001.

Does The Capital Chart Room, Ltd disclose fund performance?

The Capital Chart Room, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2821 West 7th Street, Suite 550, Fort Worth, TX 76107-8912
Phone817-801-6455
Fax817-801-6513
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$330.9M
Non-discretionary$1.7M
Total (RAUM)$332.7M