DURABLE DIVIDEND GROWTH STRATEGIES, L.P.
Firm details
- Headquarters
- KEMAH, Texas
- CRD number
- 318676
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Durable Dividend Growth Strategies, L.P. is a boutique limited partnership that focuses on managing equity-oriented portfolios for individual and family clients. The firm runs a dividend-growth approach: building concentrated, exchange-traded equity exposures with an emphasis on companies that can sustainably raise payouts over time. Portfolios are managed on a discretionary basis, using ETFs and listed equities to deliver a mix of current income and long-term capital appreciation while keeping turnover relatively low. Durable Dividend Growth Strategies, L.P. charges clients based on a percentage of assets under management and does not position itself as an ESG-focused manager. Business activity centers on portfolio management for individuals and small businesses. The adviser is structured to serve a compact client base with tailored accounts rather than large institutional mandates, and it operates without a stated role as a broader capital allocator or pension consultant.
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
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Jackie Zhuang
Chief Compliance OfficerCRD 7420707
Contacts
2 of 2WESLEY KUBESCH
Partner, Wealth AdvisorCRD 4590177
STEPHEN LACK
PartnerCRD 1578439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KEMAH, TX
GALVESTON
Location
KEMAH, TX
Headquartered in KEMAH, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- GALVESTON
- Address
- 470 Mariners Dr
- Time zone
- CT (UTC-6)
- Office locations
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