Rocky Mountain Private Wealth Management, L.L.C. is a fund manager in Sugar Land with $61.64 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
562352435
SEC advisor number
801-126829
FINRA CRD number
127140
AUM ?
$61.64 mm
(as of 15 May 23)
Accounts
14
(as of 15 May 23)
Employees
5
(2 investment advisory or research)
Address
Rocky Mountain Private Wealth Management, L.L.C.
2245 TEXAS DRIVE
SUITE 300
SUGAR LAND
TX 77479
2245 TEXAS DRIVE
SUITE 300
SUGAR LAND
TX 77479
Office hours
Monday - Friday, 8:30 AM - 4:30 PM
Phone
281-778-4900
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gallegos, Gabriel, Steven | President/secretary | 04/2003 | 50-75% |
Gallegos, Taylor, Leigh | Vice President/controller/chief Compliance Officer | 10/2008 | 50-75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Rocky Mountain Private Wealth Management, L.L.C. | $61.64 mm | |
RM Domestic Partners II, L.P. | $12.82 mm | Hedge Fund |
RM Domestic Partners III, L.P. | $9.85 mm | Hedge Fund |
RM Domestic Partners, L.P. | $14.10 mm | Hedge Fund |
Latest filings (excl ownership)
No filings