LIMESTONE VALUE PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
152510
Registered since
June 12, 2020

Firm profile

FINTRX

Overview

Limestone Value Partners, LLC is an SEC-registered investment adviser formed in 2020 and organized as a limited liability company under individual ownership. The firm operates primarily through pooled investment vehicles: it identifies itself as a sponsor, general partner and managing member of such vehicles rather than as a traditional multi-client retail advisory platform. Limestone does not report being an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DOUGLAS DUNN

    Managing MemberCRD 2729956

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2 Riverway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth