REQUISITE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 283107
- Registered since
- June 2, 2017
- Website
- www.requisitecm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI74.72%
- Charitable Organizations9.63%
- Corporations / Businesses7.87%
- Pooled Investment Vehicles5.56%
- Insurance Companies1.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Requisite Capital Management LLC is an independent, SEC-registered registered investment adviser (since 2017) that operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across individual accounts, pooled investment vehicles and institutional mandates, and also performs selection of outside advisers. It acts in sponsor/GP/managing-member roles for pooled vehicles, and its fee model includes percentage-of-AUM, fixed fees and performance-based arrangements. The firm is not positioned as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds55%
- Exchange Traded Equities29%
- Cash & Cash Equivalents14%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1Thomas Yates
Chief Compliance OfficerCRD 7262051
Contacts
3 of 6RYAN DILWORTH
Executive DirectorCRD 5127997
BRYN TALKINGTON
Managing PartnerCRD 2466264
DOUGLAS JOHN
Founder & Managing PartnerCRD 2813648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$437M in ETFs
46%
$200M
54%
$237M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX) | Goldman Sachs | Active | Derivative Income | $116M | 2,317,249 | 26.51% |
Location
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
- 4001 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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