Your Advocates is a fund manager in Houston with $346.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
203749192
SEC advisor number
801-65283
FINRA CRD number
138612
AUM ?
$346.11 mm
(as of 25 Mar 22)
Accounts
972
(as of 25 Mar 22)
Employees
8
(4 investment advisory or research)
Address
Your Advocates
920 MEMORIAL CITY WAY
SUITE 250
HOUSTON
TX 77024
920 MEMORIAL CITY WAY
SUITE 250
HOUSTON
TX 77024
Office hours
Monday - Friday, 8:30 A.M. - 5 P.M.
Phone
7138278014
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Palmer, Paul, Edwin | Principal | 10/2005 | 25-50% |
Box, Kurt, Louis | Principal | 10/2005 | 10-25% |
Your Advocates Management, Inc. | General Partner | 10/2005 | < 5% |
Palmer, Paul, Edwin | Principal | 10/2005 | 25-50% |
Campbell, Coleman, Edward | Principal | 05/2012 | 25-50% |
Box, Kurt, Louis | Principal | 03/2016 | 25-50% |
Campbell, Coleman, Edward | Principal | 03/2016 | 25-50% |
Banks, Anna Rogge | Chief Compliance Officer | 03/2017 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
the Advocates | $346.11 mm | |
Sotex Housing, LP | $1.31 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21