STATESMAN CORPORATE FINANCE, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 142327
- Registered since
- March 15, 2007
- Website
- statesmanbiz.com
Firm profile
FINTRXOverview
Statesman Corporate Finance, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 2007 and is owned by an individual. Available records indicate it does not act as a capital allocator and does not position itself as an active ESG investor. It is not registered as a multi-state adviser and is not identified as a pension consultant or related adviser. The public profile for the firm is sparse: business activities, advisory services and client segments are not disclosed in the source data. The combination of its investment-bank classification and the lack of reported asset-management metrics suggests the firm’s primary activity is transactional or advisory corporate finance work rather than traditional wealth-management or asset-management services.
Assets & Accounts
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
3 of 17DAVID SARGENT
Senior AdvisorCRD 1073121
PHILLIP WILHITE
DirectorCRD 5642137
WALTER TOMLINSON
PrincipalCRD 5241949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1900 West Loop S
- Time zone
- CT (UTC-6)
- Office locations
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