THE MOLPUS WOODLANDS GROUP, LLC

RIASEC RegisteredEst. 2004
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$204M
Accounts
9
Employees
112
Advisory reps
14

Firm details

Headquarters
RIDGELAND, Mississippi
CRD number
114575
Registered since
July 22, 2004
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

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Overview

The Molpus Woodlands Group, LLC is a privately held LLC that provides investment advisory and real-estate-related services to institutional clients. The firm is SEC-registered (since 2004) and functions as a sponsor, general partner and managing member of pooled investment vehicles while also performing real estate broker activities. It reports being an active ESG investor and serves an institutional-only client base. The firm does not characterize itself as a capital allocator to third-party managers; instead it operates and advises its own funds.

Assets & Accounts

Investments & Alternatives

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

3 of 5
  • TERRELL WINSTEAD

    President and CEOCRD 4832786

  • KEN SEWELL

    Executive Vice President & Chief Operating OfficerCRD 6316463

  • Chad McElvany

    Chief Operating OfficerCRD 8064101

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Contacts

3 of 9
  • Gary Rosamond

    Executive Vice PresidentCRD 7226268

  • Wendy Mullins

    General CounselCRD 7226259

  • MICHAEL COOPER

    Executive Vice PresidentCRD 4832800

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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

RIDGELAND, MS

MADISON

Location

RIDGELAND, MS

Headquartered in RIDGELAND, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.

Metro area
Jackson-Vicksburg-Brookhaven, MS
Region
South
County
MADISON
Address
402 W Parkway Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth