Cook & Bynum Capital Management, LLC

RIASEC RegisteredEst. 2009
Total AUM
$360M
Discretionary
$360M
100% of AUM
Avg account
$72M
Accounts
5
Employees
8
Advisory reps
2

Firm details

Headquarters
Mountain Brk, Alabama
CRD number
149454
Registered since
February 5, 2009
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles77.33%
  • Investment Companies21.92%
  • HNWI0.75%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cook & Bynum Capital Management, LLC is a privately owned investment manager organized as an LLC and registered with the SEC in 2009. The firm operates as a hedge fund manager that serves both high-net-worth individuals and families as well as institutional clients. Its advisory services include portfolio management for individuals and small businesses, management for investment companies, and oversight of pooled investment vehicles. The firm charges a blend of asset-based fees and performance-based fees and is registered to act as a CPO/CTA. Cook & Bynum does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Amanda Pridgen

    Amanda Pridgen

    Chief Compliance OfficerCRD 7244290

Contacts

1 of 1
  • Richard Cook

    Richard Cook

    Partner, Portfolio ManagerCRD 4445037

Wealth teams

FINTRX

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

Mountain Brk, AL

Jefferson

Location

Mountain Brk, AL

Headquartered in Mountain Brk, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
2830 Cahaba Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth