Company profile
Website
Employees
Location
Fiscal year end
Former names
Precept Managment LLC
SEC CIK
IRS number
752828851
SEC advisor number
801-66256
FINRA CRD number
114671
AUM ?
$15.72 mm
(as of 26 Mar 24)
Accounts
3
(as of 26 Mar 24)
Employees
4
(3 investment advisory or research)
Address
Precept Management
200 CRESCENT COURT
SUITE 1450
DALLAS
TX 75201
200 CRESCENT COURT
SUITE 1450
DALLAS
TX 75201
Phone
214-880-7444
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21