PHH Investments is an investment advisor in Addison with $2.56 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
593689465
SEC advisor number
801-60003
FINRA CRD number
108203
AUM ?
$2.56 bn
(as of 13 Dec 19)
Accounts
6,353
(as of 13 Dec 19)
Employees
94
(83 investment advisory or research)
Address
PHH Investments
15725 DALLAS PARKWAY
SUITE 220
ADDISON
TX 75001
15725 DALLAS PARKWAY
SUITE 220
ADDISON
TX 75001
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
888-644-7757
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
JBR Swish, LLC | Class a LP | 03/2006 | 5-10% |
Merchant, Jeremy, Wayne | Class a LP | 10/2005 | 5-10% |
Simmons, Ronald, Ellis | Chairman | 01/2007 | < 5% |
PHH Investment Management, LLC | General Partner | 02/2006 | < 5% |
J-M Trust | Class a LP | 04/2008 | 5-10% |
Roberson, John, Barton | Manager | 03/2006 | > 75% |
Mills, Kenneth, Harold | Class a LP | 04/2008 | 5-10% |
Bentley, John, Clifton | Trustee | 04/2008 | > 75% |
Bentley, John, Clifton | CEO | 12/2013 | < 5% |
RB 2013 Conduit, LLC | Class a LP | 12/2013 | 5-10% |
2011 PHH Equity Conduit, LLC | Class a LP | 01/2011 | 5-10% |
2012 PHH Equity Conduit, LLC | Class a LP | 01/2012 | 10-25% |
2014 PHH Equity Conduit, LLC | Class a LP | 01/2014 | 5-10% |
HBC Raa LP | Member | 10/2015 | 25-50% |
J-M Trust | Member | 01/2012 | 25-50% |
J-M Trust | Member | 01/2014 | 25-50% |
J-M Trust | Manager | 09/2013 | > 75% |
Bentley, John, Clifton | Manager | 09/2012 | 25-50% |
Bentley, John, Clifton | Manager | 09/2012 | 25-50% |
Bentley, John, Clifton | Manager | 01/2011 | 25-50% |
HBC Raa LP | Class a LP | 10/2015 | 10-25% |
RB 2013 Conduit, LLC | Manager | 09/2015 | 50-75% |
HBC Raa LP | Manager | 09/2015 | 50-75% |
Krasnov, Gary, Jay | Chief Compliance Officer | 07/2016 | < 5% |
Baumert, Jeffrey, Alan | President, Chief Operations Officer | 01/2017 | < 5% |
Bridgewater, Brad, Michael | Manager | 01/2014 | 25-50% |
HBC Raa Co-invest LP | Partner | 09/2015 | 25-50% |
Hoak Private Equities I LP | Partner | 09/2015 | > 75% |
Spiegel, Joshua, Steven | Chief Financial Officer | 11/2017 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
12 Nov 19
13F-HR
Quarterly holdings report by institutional manager
14 Aug 19
13F-HR
Quarterly holdings report by institutional manager
8 May 19
13F-HR
Quarterly holdings report by institutional manager
12 Feb 19
13F-HR
Quarterly holdings report by institutional manager
13 Nov 18
13F-HR
Quarterly holdings report by institutional manager
7 Aug 18
13F-HR
Quarterly holdings report by institutional manager
10 May 18
13F-HR
Quarterly holdings report by institutional manager
22 Feb 18
13F-HR
Quarterly holdings report by institutional manager
15 Nov 17