SPICEWOOD MINERAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$645M
Discretionary
$645M
100% of AUM
Avg account
$92.1M
Accounts
7
Employees
10
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
310323
Registered since
July 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Spicewood Mineral Management, LLC is an SEC‑registered adviser (registered in 2023) that manages pooled investment vehicles on behalf of institutional clients. The firm’s business model centers on acting as sponsor, general partner and managing member of pooled structures, providing portfolio management for those vehicles rather than offering traditional advisory relationships to retail households. Its client base and fund structure indicate an emphasis on institutional, pooled capital committed to specialty asset types rather than broad retail account offerings. The firm charges a mix of percentage‑of‑AUM and performance‑based fees, which aligns incentives between manager and investors in vehicle performance. Spicewood Mineral Management is not identified as an active ESG investor and does not operate as a multi‑state adviser. It is classified as a limited liability company with an individual owner structure and is not listed as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • William Bebee

    Co-FounderCRD 7282485

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
4143 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth