CIMARRON CAPITAL ASSOCIATES II, LLC

RIASEC Registered
Total AUM
$54.4M
Discretionary
$0
0% of AUM
Avg account
$10.9M
Accounts
5
Employees
4
Advisory reps
3

Firm details

Headquarters
OKLAHOMA CITY, Oklahoma
CRD number
324731
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cimarron Capital Associates II, LLC is a small, privately held advisory firm organized as a limited liability company that concentrates on portfolio management for businesses and institutional clients. The firm operates as an adviser on a non-discretionary basis, meaning it provides investment advice and strategy while clients retain final authority over trading decisions. Its business model includes sponsoring limited partnership structures (excluding traditional pooled investment vehicles), and its compensation mixes a percentage-of-assets fee with performance-based fees—an arrangement that typically aligns with managers who direct capital into illiquid or outcome-driven strategies. The firm is not an active ESG investor and is not registered as a multi-state adviser. It is classified in filings in a way that does not place it into a common retail or broker-dealer category, and it is not identified as a capital allocator in the public summary of activities.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 3
  • ROBERT HEARD

    Managing Director and FounderCRD 5604820

  • JAMES HALLMARK

    PartnerCRD 8004271

  • ADRIAN OCEGUEDA

    PrincipalCRD 4073151

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OKLAHOMA CITY, OK

OKLAHOMA

Location

OKLAHOMA CITY, OK

Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
OKLAHOMA
Address
4045 NW 64th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth