PA MANAGEMENT LLC

RIASEC RegisteredEst. 2018
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
HOUSTON, Texas
CRD number
293446
Registered since
April 13, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pa Management LLC is a limited liability company that operates in the financial advisory space, specifically focusing on portfolio management for pooled investment vehicles. Established in 2018, the firm is owned by an individual and does not classify itself as a capital allocator. Its fee structure is based on a percentage of assets under management (AUM) along with performance-based fees. While the firm does not actively engage in ESG investing, it has established itself with a niche focus on alternative investments, particularly in commodities and oil & gas.

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

Owners & executives

3 of 3
  • VINCENT COLLASO

    Chief Operating OfficerCRD 1865838

  • CODY JONES

    Chief Lending OfficerCRD 2706856

  • PAUL HUDSON

    CEOCRD 6921267

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1800 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth