SAMSON CAPITAL GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
318308
Registered since
March 31, 2022

Firm profile

FINTRX

Overview

Samson Capital Group, LLC is a limited liability company that registered with the SEC in 2022 and operates as a sponsor and general partner of pooled investment vehicles. The firm’s public filings show no advisory relationships with retail clients; instead it organizes and manages closed investment funds. Samson Capital Group is not recorded as an active ESG investor, is not registered as a multi-state adviser, and is classified in filings as unclassified. Its regulatory footprint and activity indicate a primary focus on privately placed, manager-led funds rather than providing broad discretionary wealth management to retail household clients.

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

3 of 3
  • ROY ZUCKERBERG

    FounderCRD 477269

  • ROBBY MARKOSE

    Founder & Managing PartnerCRD 7528354

  • ANDREW POLEY

    Founder & PartnerCRD 7528355

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
3899 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth