CSR CAPITAL
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 335906
- Registered since
- May 20, 2025
Firm profile
FINTRXOverview
CSR Capital is organized as a limited liability company and is registered with the SEC as of 2025. The firm is owned by an individual and is categorized as unclassified in the dataset. Its regulatory profile notes it is not a multi-state adviser, not an active ESG investor, and is not identified as a capital allocator or pension consultant. The firm's documented activity centers on sponsoring and managing pooled investment vehicles: it is listed as an investment adviser and sponsor, and as a general partner and managing member of pooled funds. Those attributes indicate CSR Capital operates primarily as a fund manager rather than a traditional advisory platform serving retail or wrap-fee clients.
Assets & Accounts
Investments & Alternatives
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 1Louise 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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