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 registered investment adviser formed in 2017 that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and selection of third‑party advisers. Requisite also acts as a sponsor and general partner/managing member for pooled vehicles it manages. Its fee arrangements include percentage‑of‑AUM fees, fixed fees and performance‑based fees. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 6
Ryan 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 26Active vs passive
$509M in ETFs
44%
$223M
56%
$286M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX) | Goldman Sachs | Active | Derivative Income | $128M | 2,294,749 | 25.08% |
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
Similar firms
Paceline Equity Partners, LLC
RIADallas, TX
The Milestone Real Estate Group, LP
RIADallas, TX
Permian
RIADallas, TX
Strive Asset Management
RIADallas, TX
Silver Hill Energy Partners, LP
RIADallas, TX
Beaird Harris
RIADallas, TX