Cimarron Capital Associates II, LLC

RIASEC Registered
Total AUM
$54.4M
Discretionary
$0
0% of AUM
Avg account
$10.9M
Accounts
5
Employees
4
Advisory reps
4

Firm details

Headquarters
Oklahoma City, Oklahoma
CRD number
324731
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cimarron Capital Associates II, LLC is a limited liability company operating as an institutional registered investment adviser that focuses on portfolio management for businesses and other institutional clients. The firm reports a fee model that combines a percentage-of-AUM charge with performance-based fees, and it identifies as neither an ESG-forward investor nor a multi-state adviser. Cimarron acts as a sponsor of limited partnerships (excluding pooled investment vehicles), which suggests it structures or supports LP interests alongside its advisory work. The firm’s filings indicate it is not positioned as a broad capital allocator; instead its activities center on advisory mandates for a small set of institutional clients.

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

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 4
  • Robert Heard

    Managing Director and FounderCRD 5604820

  • James Hallmark

    James Hallmark

    PartnerCRD 8004271

  • Adrian Ocegueda

    Adrian Ocegueda

    PrincipalCRD 4073151

Unlock 1 more contacts

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

Oklahoma City, OK

Oklahoma

Location

Oklahoma City, OK

Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
Oklahoma
Address
4045 Nw 64th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth