Manor Road Capital Partners, LLC

RIAState Registered
Total AUM
$5.6M
Discretionary
$5.6M
100% of AUM
Avg account
$1.1M
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
165485
Registered since
March 4, 2021
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Manor Road Capital Partners, LLC is an independent, Texas-registered wealth management firm organized as an LLC and owned by an individual principal. The firm provides discretionary portfolio management for individuals and small businesses, serving a client base of individual and family clients. Its fees combine a percentage of assets under management with performance-based components. The firm tilts toward equity-centric management and uses a compact operating model rather than acting as a broad capital allocator or multi-state adviser. Manor Road does not identify as an ESG-focused manager on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

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Contacts

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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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth