| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wallace Capital Management Fund, L.P. | Hedge | $129.3M | $1M |
| Avalon Wallace Investment Fund, L.P. | Hedge | $6.4M | $200K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Henry Estess Control | Chief Compliance Officer | Under 5% | 2010 |
| Christopher Lee Thomason Control | Vice President | 10-25% | 2004 |
| Jonathon Casey Hopkins Crenshaw | Shareholder | 5-10% | 2002 |
Wallace Capital Management, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
Wallace Capital Management, Inc. manages 2 private funds with combined gross assets of $135.7 million.
Wallace Capital Management, Inc. reports 7 employees.
Wallace Capital Management, Inc. is based in Dallas, TX and has been SEC-registered since 2009.
Wallace Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Crescent Court, Suite 1190, Dallas, TX 75201 |
| Phone | 214-303-0200 |
| Fax | 214-303-0204 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1459754 |
| Discloses disciplinary history | No |
| Discretionary | $1.33B |
| Non-discretionary | $26M |
| Total (RAUM) | $1.35B |