DBA TEXAS HOUSING CONSERVANCY
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 316786
- Registered since
- September 8, 2021
Firm profile
FINTRXOverview
DBA Texas Housing Conservancy is an adviser-style entity registered in 2021 that operates more as a sponsor/manager of pooled vehicles than as a traditional retail RIA. The firm is classified outside the common RIA categories and its recorded business activity is "Other Financial Product Salesperson." Owner type is listed as an individual. It is not identified as a multi-state adviser, a capital allocator, an active ESG investor, a pension consultant, or a related adviser. The firm's public filings and affiliation notes position it around sponsor and general partner roles: it is connected with a law firm and serves as sponsor, GP, and managing member of pooled investment vehicles. That organizational posture points to deal- and fund-level activity rather than broad discretionary relationship management for many retail clients.
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 1Monica Medina
President and CEOCRD 7780662
Contacts
3 of 11Missy Saez
Asset ManagerCRD 7886139
Sharmila Kassam
Audit Committee MemberCRD 7889332
Ellis David
CRD 8244304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 6000 N Lamar Blvd
- Time zone
- CT (UTC-6)
- Office locations
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