CSR FUND II MANAGER, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
336601
Registered since
June 2, 2025

Firm profile

FINTRX

Overview

CSR Fund II Manager, LLC is a single-purpose investment manager organized as a limited liability company and SEC-registered in 2025. Ownership is held by an individual, and the firm is classified as unclassified in the database. The firm does not present itself as a capital allocator or a multi-state advisory platform, and it is not identified as an active ESG investor, pension consultant, or related adviser. The manager operates primarily in a sponsor and general partner capacity. Industry affiliations listed for the firm include roles as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles, which signals a focus on operating and administering private pooled funds rather than serving retail or institutional advisory accounts directly.

Assets & Accounts

Investments & Alternatives

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

    Chief Financial Officer and Chief Operating OfficerCRD 8074888

Contacts

3 of 3
  • COREY WELP

    Managing Partner & Co-FounderCRD 2438703

  • Jay Raymond

    Managing PartnerCRD 8074884

  • Bryan Loewen

    Founder & Managing PartnerCRD 8074882

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