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 a limited liability company operating as an institutional registered investment adviser (SEC-registered in 2023) that serves institutional clients. The firm’s advisory mandate is centered on portfolio management for pooled investment vehicles; it charges traditional percentage-of-AUM fees and may assess performance-based fees. Spicewood is organized as an owner-operated business (owner type: individual) and is not positioned as a capital allocator or a multi-state adviser. It does not identify as an active ESG investor. The firm is also engaged on the sponsor/GP side: it sponsors and acts as general partner and managing member of pooled investment vehicles, indicating involvement both in third-party allocations and in originating or managing pooled funds directly.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

    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