ESP Investment Advisors LLC

RIASEC RegisteredEst. 2019
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$347M
Accounts
3
Employees
16
Advisory reps
7

Firm details

Headquarters
Dallas, Texas
CRD number
298553
Registered since
October 31, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ESP Investment Advisors LLC is an SEC-registered limited liability company (since 2019) that operates as a manager of pooled investment vehicles, primarily structured as venture capital funds. The firm serves institutional clients and functions as sponsor, general partner and managing member of its pooled vehicles rather than acting as a third-party capital allocator. Its compensation model combines a percentage-of-AUM fee with performance-based fees, which aligns with typical private fund economics. ESP does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Christopher Stewart

    Chief Financial OfficerCRD 8064589

Contacts

3 of 6
  • Thomas Whitener

    Thomas Whitener

    Founding PartnerCRD 1733558

  • James Spann

    James Spann

    Founding PartnerCRD 3106329

  • James Benson

    James Benson

    Senior Managing PartnerCRD 1804879

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
5956 Sherry Ln
Time zone
CT (UTC-6)
Office locations

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