DURABLE DIVIDEND GROWTH STRATEGIES, L.P.

RIASEC Registered
Total AUM
$24.7M
Discretionary
$24.7M
100% of AUM
Avg account
$726K
Accounts
34
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Jackie Zhuang

    Chief Compliance OfficerCRD 7420707

Contacts

2 of 2
  • WESLEY KUBESCH

    Partner, Wealth AdvisorCRD 4590177

  • STEPHEN LACK

    PartnerCRD 1578439

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth