COOK & BYNUM CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2009
Total AUM
$360M
Discretionary
$360M
100% of AUM
Avg account
$72M
Accounts
5
Employees
8
Advisory reps
2

Firm details

Headquarters
MOUNTAIN BRK, Alabama
CRD number
149454
Registered since
February 5, 2009
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles77.33%
  • Investment Companies21.92%
  • HNWI0.75%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cook & Bynum Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager since 2009. The firm is owned by individuals and serves both high-net-worth individuals and institutional clients. Its advisory remit includes portfolio management for individuals and small businesses, management of investment companies, and oversight of pooled investment vehicles. The firm charges a combination of AUM-based and performance fees and lists CPO/CTA activity among its business lines, indicating involvement in commodity-pool or managed‑futures style operations. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • AMANDA PRIDGEN

    Chief Compliance OfficerCRD 7244290

Contacts

1 of 1
  • RICHARD COOK

    Partner, Portfolio ManagerCRD 4445037

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

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Location

Primary office

MOUNTAIN BRK, AL

JEFFERSON

Location

MOUNTAIN BRK, AL

Headquartered in MOUNTAIN BRK, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
JEFFERSON
Address
2830 Cahaba Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth