TIERCEL CAPITAL TEXAS LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 171921
- Website
- www.tiercelcapitaltx.com
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI96.43%
- Individuals3.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tiercel Capital Texas LLC is a small, privately owned investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates as a limited liability company and lists CPO/CTA activity among its business lines, which signals experience or capability in commodity and managed-futures style strategies alongside more traditional wealth management services. Its client base is individual and family clients, and its fee arrangements combine a percentage-of-AUM component with performance-based fees, indicating active management and alignment of compensation with outcomes. Investment activity centers on liquid, exchange-traded securities as the core sleeve, while the firm also allocates to third-party alternative managers in commodities, private credit and oil & gas. Tiercel Capital Texas LLC is not positioned as an ESG specialist, and it does not describe itself as a multi-state adviser or large capital allocator. The firm’s structure and client profile point to a concentrated book of high-average-size household relationships where customized portfolio decisions and alternative exposure can be implemented on a per-client basis.
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
- Exchange Traded Equities100%
Owners & executives
1 of 1RORY MACKAY
CEOCRD 6378546
Contacts
1 of 1Bradley Grasl
Portfolio ManagerCRD 7043810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1601 Ronson Rd
- Time zone
- CT (UTC-6)
- Office locations
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