Spicewood Mineral Management, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 310323
- Registered since
- July 28, 2023
- Website
- www.spicewoodpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Spicewood Mineral Management, LLC is a limited liability company operating as an institutional registered investment adviser (SEC-registered in 2023) that serves institutional clients. The firm’s advisory mandate is centered on portfolio management for pooled investment vehicles; it charges traditional percentage-of-AUM fees and may assess performance-based fees. Spicewood is organized as an owner-operated business (owner type: individual) and is not positioned as a capital allocator or a multi-state adviser. It does not identify as an active ESG investor. The firm is also engaged on the sponsor/GP side: it sponsors and acts as general partner and managing member of pooled investment vehicles, indicating involvement both in third-party allocations and in originating or managing pooled funds directly.
Assets & Accounts
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
Contacts
1 of 1
William Bebee
Co-FounderCRD 7282485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 4143 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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