TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLC

Overview

Texas Institutional Investment Management, LLC is a Texas-registered limited liability investment adviser that manages concentrated, discretionary equity portfolios for individuals, families and institutional clients. The firm runs a percentage-of-AUM fee model and lists portfolio management for both individuals/small businesses and for businesses or institutions as its primary advisory activities. Its filings identify an emphasis on exchange-traded equities and a stated preference for equity allocation, and the firm flags itself as an active ESG investor — indicating environmental, social and governance considerations are incorporated into at least some investment decisions. The firm also reports roles beyond traditional RIA activity, including registration as a municipal advisor and as a commodity pool operator/commodity trading advisor (CPO/CTA) type affiliation. Texas Institutional Investment Management does not present itself as a multi-state adviser or a capital allocator; its client base combines individual and family relationships with institutional mandates.

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Public Holdings

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Location & Offices