CSR Capital
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 335906
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CSR Capital is organized as a limited liability company that operates as a real estate fund manager and sponsor of pooled investment vehicles. The firm is SEC-registered as of 2026 and serves an institutional client base. Its principal activities include acting as sponsor, general partner, and managing member of pooled vehicles while providing portfolio management for those pooled investment structures. CSR Capital also conducts activities described as other financial product sales. The firm’s economics combine a percentage-of-assets fee with performance-based fees, a common alignment for private real estate managers that pursue carry or incentive fees on realized or mark-to-market gains. CSR Capital is not identified as an active ESG investor and does not present itself as a multi-state adviser or a capital allocator in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Louise Dietz
Chief Financial Officer and Chief Operating OfficerCRD 8074888
Contacts
3 of 3Bryan Loewen
Founder & Managing PartnerCRD 8074882
Jay Raymond
Managing PartnerCRD 8074884

Corey Welp
Managing Partner & Co-FounderCRD 2438703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 8333 Douglas Ave
- Time zone
- CT (UTC-6)
- Office locations
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