Eight 31 Financial, LLC
Firm details
- Headquarters
- Midland, Texas
- CRD number
- 327632
- Registered since
- August 28, 2023
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.9%
- Pooled Investment Vehicles6.16%
- Other0.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Eight 31 Financial, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2023. The firm operates as a multifaceted fund manager with activity across private equity and real estate funds while also serving individual and institutional clients. Its advisory services include discretionary and non‑discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and it performs selection of other advisers. Fee arrangements are varied — the firm charges asset‑based fees, performance fees and also offers fixed and hourly fee structures. Eight 31 does not self‑identify as an active ESG investor and is not registered as a multi‑state adviser. The firm acts in sponsor and GP roles for pooled vehicles and is listed as a managing member of those structures. It is not positioned primarily as a capital allocator to third‑party managers, but it does allocate to external alternative managers as part of its broader investment program.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents16%
- US Government Bonds7%
- Private Funds6%
- Other6%
Contacts
3 of 4Cressinda Hyatt
Client Relationship ManagerCRD 2877743

Raquel Padilla
Senior Vice PresidentCRD 5285150

Cade Jones
Assistant Vice PresidentCRD 6950923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$127M in ETFs
100%
$127M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $15.5M | 22,559 | 12.22% |
Location
Midland, TX
Midland
Location
Midland, TX
Headquartered in Midland, TX, anchoring the Midland-Odessa, TX metro in the South.
- Metro area
- Midland-Odessa, TX
- Region
- South
- County
- Midland
- Address
- 3200 Mockingbird Ln
- Time zone
- CT (UTC-6)
- Office locations
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