WHITE DEER

RIASEC RegisteredEst. 2012
Total AUM
$961M
Discretionary
$961M
100% of AUM
Avg account
$64.1M
Accounts
15
Employees
9
Advisory reps
3

Firm details

Headquarters
HOUSTON, Texas
CRD number
161361
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles96.4%
  • Other3.6%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

White Deer operates as a private equity fund manager focused on institutional clients, serving primarily as sponsor, general partner and managing member for pooled investment vehicles. The firm provides portfolio management for those pooled vehicles and charges a mix of percentage-of-AUM, fixed and performance-based fees. Investment activity centers on private-market strategies and equity allocations, with an explicit preference for equity exposure through non-exchange-traded positions. White Deer does not position itself as an active ESG investor and its advisory footprint is concentrated rather than broad-based across states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 69%, Other 31%69%
  • Non-Exchange Traded Equities69%
  • Other31%

Contacts

3 of 3
  • BEN GUILL

    Founding PartnerCRD 1921316

  • THOMAS EDELMAN

    Founding PartnerCRD 5192792

  • JAMES MENEELY

    Managing PartnerCRD 2944511

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
700 Louisiana St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth