CIC PARTNERS MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$438M
Discretionary
$438M
100% of AUM
Avg account
$146M
Accounts
3
Employees
17
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
158019
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CIC Partners Management LLC is structured as a private equity fund manager that provides portfolio management for pooled investment vehicles. The firm is SEC-registered since 2012 and serves an institutional client base. It sponsors and manages pooled vehicles, acting in sponsor/GP capacities rather than operating as a standalone capital allocator. Fee arrangements include a percentage-of-AUM component combined with performance-based fees. CIC Partners does not identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

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

Owners & executives

1 of 1
  • ALAN BUEHLER

    Chief Financial Officer & Chief Compliance OfficerCRD 3177700

Contacts

3 of 4
  • MARSHALL PAYNE

    PartnerCRD 1176706

  • FOUAD BASHOUR

    PartnerCRD 5932391

  • MICHAEL RAWLINGS

    PartnerCRD 5932409

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
3879 Maple Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth