Permian

RIASEC RegisteredEst. 2011
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$270M
Accounts
9
Employees
12
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
156893
Registered since
May 10, 2011
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles74.33%
  • Sovereign Wealth Funds25.67%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Permian operates as a limited partnership established in 2011 and is organized as a hedge fund serving primarily institutional clients. The firm performs portfolio management for pooled vehicles and for businesses or institutions and is registered as a commodity pool operator/commodity trading advisor (CPO/CTA). It charges a combination of percentage-of-assets and performance-based fees and functions as sponsor, general partner and managing member for its pooled vehicles. Permian does not identify as an active ESG investor, is not a multistate adviser, and is not a capital allocator in the sense of allocating to many outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Britton Brown

    Britton Brown

    CFOCRD 5670482

Contacts

2 of 2
  • Alex Duran

    PartnerCRD 4832999

  • Scott Hendrickson

    Co-Founder and PartnerCRD 4038134

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$4.6M in ETFs

Passive

100%

$4.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY WISE ORIGIN BITCOIN FUND (FBTC)FidelityPassiveDigital Assets$1.4M27,00030.09%

Location

Primary office

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
1333 Oak Lawn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth