PERMIAN

RIASEC RegisteredEst. 2011
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$270M
Accounts
9
Employees
12
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
156893
Registered since
May 10, 2011
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles74.33%
  • Sovereign Wealth Funds25.67%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Permian is a limited partnership structured as a hedge fund that has been SEC-registered since 2011. It serves institutional clients and operates as a commodity pool operator or commodity trading adviser while providing portfolio management for pooled investment vehicles and for businesses or institutions. Its economics combine a percentage-of-assets fee with performance-based fees. The firm is also listed as a sponsor and managing member or general partner of pooled investment vehicles and does not position itself as a capital allocator or active ESG investor.

Assets & Accounts

Public Holdings

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
  • BRITTON BROWN

    CFOCRD 5670482

Contacts

2 of 2
  • ALEX DURAN

    PartnerCRD 4832999

  • SCOTT HENDRICKSON

    Co-Founder and PartnerCRD 4038134

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$20.2M in ETFs

Passive

100%

$20.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD EUROPEAN STOCK INDEX FUND (VGK)VanguardPassiveEurope Stock$17.6M213,00086.90%

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
1333 Oak Lawn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth