CSR FUND II MANAGER, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 336601
- Registered since
- June 2, 2025
Firm profile
FINTRXOverview
CSR Fund II Manager, LLC is a single-purpose investment manager organized as a limited liability company and SEC-registered in 2025. Ownership is held by an individual, and the firm is classified as unclassified in the database. The firm does not present itself as a capital allocator or a multi-state advisory platform, and it is not identified as an active ESG investor, pension consultant, or related adviser. The manager operates primarily in a sponsor and general partner capacity. Industry affiliations listed for the firm include roles as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles, which signals a focus on operating and administering private pooled funds rather than serving retail or institutional advisory accounts directly.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Louise Dietz
Chief Financial Officer and Chief Operating OfficerCRD 8074888
Contacts
3 of 3COREY WELP
Managing Partner & Co-FounderCRD 2438703
Jay Raymond
Managing PartnerCRD 8074884
Bryan Loewen
Founder & Managing PartnerCRD 8074882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 8333 Douglas Ave
- Time zone
- CT (UTC-6)
- Office locations
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