CSR Capital

RIASEC RegisteredEst. 2026
Total AUM
$269M
Discretionary
$269M
100% of AUM
Avg account
$269M
Accounts
1
Employees
8
Advisory reps
4

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

FINTRX

Overview

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

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
  • Louise Dietz

    Louise Dietz

    Chief Financial Officer and Chief Operating OfficerCRD 8074888

Contacts

3 of 3
  • Bryan Loewen

    Bryan Loewen

    Founder & Managing PartnerCRD 8074882

  • Jay Raymond

    Managing PartnerCRD 8074884

  • Corey Welp

    Corey Welp

    Managing Partner & Co-FounderCRD 2438703

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
8333 Douglas Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth