THE MITCHELL GROUP, INC.
Legal name: MITCHELL GROUP INC
CRD #106917 SEC #801-34644 HOUSTON, TX 713-759-2070
SEC Registered Private Funds
Total AUM
$168.2M
Discretionary
$168.2M
Employees
5
Clients
--
Accounts
50
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOHERTZ, DOUG | I | VICE PRESIDENT | NA | |
| HOHERTZ, DOUGLAS, MABRY | I | VICE PRESIDENT | NA | |
| HOHERTZ, DOUGLAS, MABRY | I | VICE PRESIDENT | NA | |
| HOHERTZ, DOUGLAS, MABRY | I | VICE PRESIDENT | NA | |
| HOHERTZ, DOUGLAS, MABRY | I | VICE PRESIDENT | NA | |
| JOLLY, TERRY, WALLACE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| JOLLY, TERRY, WALLACE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| JOLLY, TERRY, WALLACE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| JOLLY, TERRY, WALLACE | I | VICE PRESIDENT - OPERATIONS | NA | |
| JOLLY, TERRY, WALLACE | I | VICE PRESIDENT - OPERATIONS | NA | |
| JOLLY, TERRY, WALLACE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| JOLLY, TERRY, WALLACE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| JOLLY, TERRY, WALLACE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | NA | |
| MITCHELL, RODNEY, BRUCE | I | DIRECTOR | NA | Control |
| MITCHELL, RODNEY, BRUCE | I | DIRECTOR | NA | Control |
| NANCE, CHARLES, WAYNE | I | SENIOR VICE PRESIDENT | NA | |
| NANCE, CHARLES, WAYNE | I | SENIOR VICE PRESIDENT | NA | |
| NANCE, CHARLES, WAYNE | I | SENIOR VICE PRESIDENT | NA | |
| NANCE, CHARLES, WAYNE | I | SENIOR VICE PRESIDENT | NA | |
| NANCE, CHARLES, WAYNE | I | SENIOR VICE PRESIDENT | NA | |
| NANCE, CHARLES, WAYNE | I | SENIOR VICE PRESIDENT | NA | |
| NANCE, CHARLES, WAYNE | I | SENIOR VICE PRESIDENT | NA | |
| NANCE, CHARLES, WAYNE | I | SENIOR VICE PRESIDENT | NA | |
| STEPHENS, DEBORAH, ANN | I | VICE PRESIDENT-OFFICE MANAGER | NA | |
| STEPHENS, DEBORAH, ANN | I | VICE PRESIDENT-OFFICE MANAGER | NA | |
| STEPHENS, DEBORAH, ANN | I | VICE PRESIDENT-OFFICE MANAGER | NA | |
| STEPHENS, DEBORAH, ANN | I | VICE PRESIDENT-OFFICE MANAGER | NA | |
| STEPHENS, DEBORAH, ANN | I | VICE PRESIDENT-OFFICE MANAGER | NA | |
| STEPHENS, DEBORAH, ANN | I | VICE PRESIDENT-OFFICE MANAGER | NA | |
| STEPHENS, DEBORAH, ANN | I | VICE PRESIDENT-OFFICE MANAGER | NA | |
| STEPHENS, DEBORAH, ANN | I | VICE PRESIDENT-OFFICE MANAGER | NA | |
| STEPHENS, DEBORAH, ANN | I | CORPORATE SECRETARY/VICE PRESIDENT | NA | |
| STEPHENS, DEBORAH, ANN | I | CORPORATE SECRETARY/VICE PRESIDENT | NA | |
| STEPHENS, DEBORAH, ANN | I | CORPORATE SECRETARY/VICE PRESIDENT | NA | |
| STEPHENS, DEBORAH, ANN | I | CORPORATE SECRETARY/VICE PRESIDENT | NA | |
| STEPHENS, DEBORAH, ANN | I | CORPORATE SECRETARY/VICE PRESIDENT | NA | |
| STEPHENS, DEBORAH, ANN | I | CORPORATE SECRETARY/VICE PRESIDENT | NA | |
| STEPHENS, DEBORAH, ANN | I | CORPORATE SECRETARY/VICE PRESIDENT | NA | |
| MITCHELL, BRADLEY, WALKER | I | PRESIDENT/DIRECTOR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | PRESIDENT/DIRECTOR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/DIRECTOR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/DIRECTOR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/DIRECTOR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/DIRECTOR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/DIRECTOR | D | Control |
| MITCHELL, RODNEY, BRUCE | I | PRESIDENT | D | Control |
| MITCHELL, RODNEY, BRUCE | I | PRESIDENT | D | Control |
| MITCHELL, RODNEY, BRUCE | I | PRESIDENT | D | Control |
| MITCHELL, RODNEY, BRUCE | I | PRESIDENT | D | Control |
| MITCHELL, RODNEY, BRUCE | I | PRESIDENT | D | Control |
| MITCHELL, RODNEY, BRUCE | I | PRESIDENT | D | Control |
| MITCHELL, RODNEY, BRUCE | I | PRESIDENT | D | Control |
| MITCHELL, RODNEY, BRUCE | I | PRESIDENT | D | Control |
| ANGUS PARKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| ANGUS PARKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| ANGUS PARKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| ANGUS PARKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| ANGUS PARKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| ANGUS PARKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| ANGUS PARKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| BRADLEY WALKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| BRADLEY WALKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| BRADLEY WALKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| BRADLEY WALKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| BRADLEY WALKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| BRADLEY WALKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| BRADLEY WALKER MITCHELL TRUST | DE | SHAREHOLDER | B | |
| CALUM WESLEY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| CALUM WESLEY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| CALUM WESLEY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| CALUM WESLEY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| CALUM WESLEY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| CALUM WESLEY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| CALUM WESLEY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| DANA LARKIN MITCHELL TRUST | DE | SHAREHOLDER | B | |
| DANA LARKIN MITCHELL TRUST | DE | SHAREHOLDER | B | |
| DANA LARKIN MITCHELL TRUST | DE | SHAREHOLDER | B | |
| DANA LARKIN MITCHELL TRUST | DE | SHAREHOLDER | B | |
| DANA LARKIN MITCHELL TRUST | DE | SHAREHOLDER | B | |
| DANA LARKIN MITCHELL TRUST | DE | SHAREHOLDER | B | |
| DANA LARKIN MITCHELL TRUST | DE | SHAREHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | CHAIRHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | CHAIRHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | CHAIRHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | CHAIRHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | CHAIRHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | CHAIRHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | CHAIRHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | CHAIRHOLDER | B | |
| GROPPE, ERNEST, HENRY | I | DIRECTOR | B | Control |
| GROPPE, ERNEST, HENRY | I | DIRECTOR | B | Control |
| GROPPE, ERNEST, HENRY | I | DIRECTOR | B | Control |
| GROPPE, ERNEST, HENRY | I | DIRECTOR | B | Control |
| GROPPE, ERNEST, HENRY | I | DIRECTOR | B | Control |
| GROPPE, ERNEST, HENRY | I | DIRECTOR | B | Control |
| GROPPE, ERNEST, HENRY | I | DIRECTOR | B | Control |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER/DIRECTOR | B | Control |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER/DIRECTOR | B | Control |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER/DIRECTOR | B | Control |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER/DIRECTOR | B | Control |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER/DIRECTOR | B | Control |
| LESLIE CLAY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| LESLIE CLAY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| LESLIE CLAY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| LESLIE CLAY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| LESLIE CLAY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| LESLIE CLAY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| LESLIE CLAY MITCHELL TRUST | DE | SHAREHOLDER | B | |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER | A | |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER | A | |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER | A | |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER/ VICE PRESIDENT/DIRECTOR | A | Control |
| HOHERTZ, DOUGLAS, MABRY | I | CHIEF INVESTMENT OFFICER/ VICE PRESIDENT/DIRECTOR | A | Control |
| JOLLY, TERRY, WALLACE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/DIRECTOR | A | Control |
| JOLLY, TERRY, WALLACE | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/DIRECTOR | A | Control |
| JOLLY, TERRY, WALLACE | I | VICE PRESIDENT/DIRECTOR | A | Control |
| JOLLY, TERRY, WALLACE | I | VICE PRESIDENT/DIRECTOR | A | Control |
| JOLLY, TERRY, WALLACE | I | VICE PRESIDENT/DIRECTOR | A | Control |
| JOLLY, TERRY, WALLACE | I | VICE PRESIDENT/DIRECTOR | A | Control |
| JOLLY, TERRY, WALLACE | I | VICE PRESIDENT/DIRECTOR | A | Control |
| NIXON, WILLIAM, CAMPBELL | I | VICE PRESIDENT | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MITCHELL, BRADLEY, WALKER | I | LESLIE CLAY MITCHELL TR/DANA LARKIN MITCHELL TR/BRADLEY WALKER MITCHELL TR/ANGUS PARKER MITCHELL TR/CALUM WESLEY MITCHELL TR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | LESLIE CLAY MITCHELL TR/DANA LARKIN MITCHELL TR/BRADLEY WALKER MITCHELL TR/ANGUS PARKER MITCHELL TR/CALUM WESLEY MITCHELL TR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | LESLIE CLAY MITCHELL TR/DANA LARKIN MITCHELL TR/BRADLEY WALKER MITCHELL TR/ANGUS PARKER MITCHELL TR/CALUM WESLEY MITCHELL TR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | LESLIE CLAY MITCHELL TR/DANA LARKIN MITCHELL TR/BRADLEY WALKER MITCHELL TR/ANGUS PARKER MITCHELL TR/CALUM WESLEY MITCHELL TR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | LESLIE CLAY MITCHELL TR/DANA LARKIN MITCHELL TR/BRADLEY WALKER MITCHELL TR/ANGUS PARKER MITCHELL TR/CALUM WESLEY MITCHELL TR | D | Control |
| MITCHELL, BRADLEY, WALKER | I | LESLIE CLAY MITCHELL TRUST | D | Control |
| MITCHELL, BRADLEY, WALKER | I | LESLIE CLAY MITCHELL TRUST | D | Control |
Registrations
Federal
IA
Mar 29, 2019 REGISTERED
Notice Filings (1)
TX
Address
712 MAIN STREETSUITE 3100
HOUSTON, TX 77002
United States
Phone: 713-759-2070