White Deer

RIASEC RegisteredEst. 2012
Total AUM
$961M
Discretionary
$961M
100% of AUM
Avg account
$64.1M
Accounts
15
Employees
9
Advisory reps
3

Firm details

Headquarters
Houston, Texas
CRD number
161361
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.4%
  • Other3.6%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

White Deer is a private equity–focused investment manager organized as a limited liability company and registered with the SEC in 2012. It primarily serves institutional clients and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner capacities as well as managing member of those vehicles. The firm’s commercial model includes a mix of percentage-of-AUM fees, fixed fees, and performance-based fees. White Deer does not identify as an active ESG investor and appears structured to run closed-end or pooled alternative products rather than delivering broad retail advisory services.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Non-Exchange Traded Equities 69%, Other 31%69%
  • Non-Exchange Traded Equities69%
  • Other31%

Contacts

3 of 3
  • Ben Guill

    Ben Guill

    Founding PartnerCRD 1921316

  • Thomas Edelman

    Thomas Edelman

    Founding PartnerCRD 5192792

  • James Meneely

    James Meneely

    Managing PartnerCRD 2944511

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
700 Louisiana St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth