Requisite Capital Management LLC

RIASEC Registered

Total AUM

$2.4B

Discretionary

$1.2B

48% of AUM

Avg account

$2.6M

Accounts

934

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 283107
Registered since: June 2, 2017
Website: www.requisitecm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI74.72%
Charitable Organizations9.63%
Corporations / Businesses7.87%
Pooled Investment Vehicles5.56%
Insurance Companies1.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Requisite Capital Management LLC is an independent, SEC-registered investment adviser (registered in 2017) that serves both individuals/families and institutional clients. The firm operates as a limited liability company and describes itself as a capital allocator that provides financial planning, portfolio management across client types (including pooled vehicles), and manager selection services. Compensation arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and maintains roles as sponsor, general partner, or managing member for pooled investment vehicles it manages.