CANEY RIVER MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
316918

Firm profile

FINTRX

Overview

Caney River Management is a privately held limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. Its visible activity centers on managing commingled real estate funds: the firm appears to focus on originating, structuring and operating closed or semi-closed pooled vehicles that hold real estate assets rather than running a traditional retail advisory business. Fund-level detail about target geographies, risk-return profile, leverage policy and sector focus (industrial, multifamily, office, retail, etc.) is not publicly disclosed, but the prominence of real estate funds in its lineup makes property-centric strategies the firm’s core allocation interest. The firm’s role as sponsor/GP implies ongoing responsibilities across deal sourcing, underwriting, asset management and capital raising, and it likely retains both management and sponsor economics typical of private real estate fund managers. Caney River Management does not identify as an active ESG investor and is not classified as a multi-state adviser in available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Drew Lockard

    Managing PrincipalCRD 7447529

  • TIMOTHY MARTIN

    Managing PrincipalCRD 5052238

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4436 Potomac Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth