CARDINAL CSP INVESTMENTS GP, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
307463
Registered since
March 29, 2021

Firm profile

FINTRX

Overview

Cardinal Csp Investments Gp, Inc. is organized as a corporation and is recorded as an SEC-registered adviser in 2021. The firm is owned by an individual and is classified as unclassified in the available registry data. It is identified primarily through its role as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail advisory practice. The firm is not listed as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator in the source data.

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

Owners & executives

1 of 1
  • Mitzi Patin

    Chief Administrative OfficerCRD 7229920

Contacts

1 of 1
  • Gilbert Besing

    Director And PresidentCRD 7229834

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
3131 Turtle Creek Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth