STRONGHOLD RESOURCE PARTNERS

RIASEC RegisteredEst. 2018
Total AUM
$247M
Discretionary
$247M
100% of AUM
Avg account
$35.2M
Accounts
7
Employees
45
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
289466
Registered since
April 30, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stronghold Resource Partners operates as a private equity fund manager and sponsor that focuses on pooled investment vehicles for institutional clients. The firm is structured as a limited liability company and registered with the SEC in 2018. It serves a small, concentrated client base and charges a mix of percentage-of-assets and performance-based fees, consistent with an active sponsor/GP model. Strategically, Stronghold targets energy and resource-oriented opportunities alongside private credit and private placement investments. It also engages in commodity exposure and oil & gas investments, and functions as a commodity pool operator or commodity trading advisor in its role managing pooled funds. The firm is not positioned as an ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • BRETT JOHN

    Chief Financial OfficerCRD 8014723

  • JOSE SANTIAGO

    Chief Compliance OfficerCRD 3275087

Contacts

2 of 2
  • RYAN TURNER

    Managing PartnerCRD 4986513

  • CHARLES COGDELL V

    Director, Investment OperationsCRD 5560025

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

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
3811 Turtle Creek Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth