INNER CIRCLE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
338389

Firm profile

FINTRX

Overview

Inner Circle Capital Management, LLC operates as a limited liability company focused on investment management. The firm is classified as unclassified and does not engage in capital allocation. It does not have a specific client base or fee structure publicly detailed, nor does it actively participate in ESG investing. The firm does not identify as a multi-state adviser or a newly formed adviser, and it does not serve as a 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

Contacts

2 of 2
  • Xiaofeng Zhao

    CRD 8183102

  • Mason Powers

    Co-Founder and Managing PartnerCRD 6795261

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
999 Regal Row
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth