GARCIA HAMILTON & ASSOCIATES LP
CRD #108017 SEC #801-56194 HOUSTON, TX 713-853-2322
SEC Registered Private Funds
Total AUM
$22.8B
Discretionary
$22.8B
Employees
38
Clients
--
Accounts
417
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2025
- Branch Offices
- 0
- LEI
- 2549004MW2QAB6OS4P40
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC. (NYSE:AMG) | DE | 100% STOCKHOLDER OF GP & AMG/TBC | NA | Control |
| AFFILIATED MANAGERS GROUP, INC. (NYSE:AMG) | DE | 100% STOCKHOLDER OF GP & AMG/TBC | NA | Control |
| AMG/SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| AMG/SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| AMG/SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| AMG/SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| AMG/SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| AMG/SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| CASTRO, CHARLOTTE CATES | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASTRO, CHARLOTTE CATES | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASTRO, CHARLOTTE CATES | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASTRO, CHARLOTTE CATES | I | CHIEF COMPLIANCE OFFICER | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | NA | |
| DAVIS, CONNIE, FALCON | I | PARTNER | NA | |
| DAVIS, CONNIE, FALCON | I | PARTNER | NA | |
| DAVIS, CONNIE, FALCON | I | PARTNER | NA | |
| DAVIS, CONNIE, FALCON | I | PARTNER | NA | |
| DAVIS, CONNIE, FALCON | I | PARTNER | NA | |
| DAVIS, CONNIE, FALCON | I | PARTNER | NA | |
| DAVIS, CONNIE, FALCON | I | PARTNER | NA | |
| DAVIS, CONNIE, FALCON | I | PARTNER | NA | |
| DAVIS, ROBERT, CHARLES | I | MANAGING PARTNER & CIO | NA | Control |
| DAVIS, ROBERT, CHARLES | I | MANAGING PARTNER & CIO | NA | Control |
| DAVIS, ROBERT, CHARLES | I | MANAGING PARTNER & CIO | NA | Control |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DELANEY, MARK, RICHARD | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DOYLE, MORGAN, MEYER | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| DUENAS, YVETTE, MARIE | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| ELSENBROCK, DON, FREDERICK | I | PARTNER | NA | |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | NA | Control |
| GONZALEZ, JUSTO, PENN | I | PARTNER | NA | |
| GONZALEZ, JUSTO, PENN | I | PARTNER | NA | |
| GONZALEZ, JUSTO, PENN | I | PARTNER | NA | |
| GONZALEZ, JUSTO, PENN | I | PARTNER | NA | |
| GONZALEZ, JUSTO, PENN | I | PARTNER | NA | |
| GONZALEZ, JUSTO, PENN | I | PARTNER | NA | |
| GONZALEZ, JUSTO, PENN | I | PARTNER | NA | |
| JACKSON, ALFRED | I | PRINCIPAL | NA | |
| JACKSON, ALFRED | I | PRINCIPAL | NA | |
| JACKSON, ALFRED | I | PRINCIPAL | NA | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | NA | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | NA | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | NA | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | NA | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | NA | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | NA | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | NA | |
| MCWILLIAMS, BETH, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| MONTGOMERY, GARY, C | I | PARTNER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| Monkiewicz, Benjamin, D | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | DE | GENERAL PARTNER | NA | Control |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| SARFF, JEFFREY, LEE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SARFF, JEFFREY, LEE | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| SARFF, JEFFREY, LEE | I | PRINCIPAL, COO & PORT MGR | NA | |
| SARFF, JEFFREY, LEE | I | PRINCIPAL, COO & PORT MGR | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| SMITH, MARCUS, BERNARD | I | PARTNER | NA | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | NA | |
| WEBB, JAMES, PATTON | I | PRINCIPAL | NA | |
| WEBB, JAMES, PATTON | I | PRINCIPAL | NA | |
| WEBB, JAMES, PATTON | I | PRINCIPAL & DIRECTOR OF MARKETING | NA | |
| WOODRUFF, CATHERINE, SHERMAN | I | MANAGING PARTNER, DIRECTOR OF EQUITIES | NA | Control |
| WOODRUFF, CATHERINE, SHERMAN | I | PRINCIPAL & DIRECTOR OF RESEARCH | NA | |
| WOODRUFF, CATHERINE, SHERMAN | I | PRINCIPAL & DIRECTOR OF RESEARCH | NA | |
| WOODS, JANNA, KAY | I | PRINCIPAL | NA | |
| WOODS, JANNA, KAY | I | PRINCIPAL | NA | |
| WOODS, JANNA, KAY | I | PRINCIPAL | NA | |
| AMG/TBC HOLDINGS, INC. ("AMG/TBC") | DE | SPECIAL LIMITED PARTNER | D | Control |
| AMG/TBC HOLDINGS, INC. ("AMG/TBC") | DE | SPECIAL LIMITED PARTNER | D | Control |
| AMG/TBC HOLDINGS, INC. ("AMG/TBC") | DE | SPECIAL LIMITED PARTNER | D | Control |
| AMG/TBC HOLDINGS, INC. ("AMG/TBC") | DE | SPECIAL LIMITED PARTNER | D | Control |
| AMG/TBC HOLDINGS, INC. ("AMG/TBC") | DE | SPECIAL LIMITED PARTNER | D | Control |
| AMG/TBC HOLDINGS, INC. ("AMG/TBC") | DE | SPECIAL LIMITED PARTNER | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | C | Control |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DANG, RUBY, MUNOZ | I | PARTNER, DIRECTOR OF MARKETING & CLIENT SERVICES | B | |
| DAVIS, ROBERT, CHARLES | I | MANAGING PARTNER & CIO | B | Control |
| DAVIS, ROBERT, CHARLES | I | MANAGING PRINCIPAL & PORT MGR | B | Control |
| DAVIS, ROBERT, CHARLES | I | MANAGING PRINCIPAL & PORT MGR | B | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | B | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | B | Control |
| GARCIA, GILBERT, ANDREW | I | MANAGING PARTNER, DIRECTOR OF FIXED INCOME | B | Control |
| HAMILTON, JACK, REESE | I | MANAGING PARTNER | B | Control |
| HAMILTON, JACK, REESE | I | MANAGING PRINCIPAL & PORT MGR | B | Control |
| HAMILTON, JACK, REESE | I | MANAGING PRINCIPAL & PORT MGR | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | Control |
| HAMILTON, JANNA, KAY | I | PARTNER | B | |
| HAMILTON, JANNA, KAY | I | PARTNER | B | |
| JACKSON, ALFRED | I | PRINCIPAL | B | |
| JACKSON, ALFRED | I | PRINCIPAL | B | |
| JACKSON, ALFRED | I | PRINCIPAL | B | |
| KALLUS, DANIEL, JOSEPH | I | PARTNER, DIRECTOR OF EQUITY INVESTMENTS | B | |
| KALLUS, DANIEL, JOSEPH | I | PARTNER, DIRECTOR OF EQUITY INVESTMENTS | B | |
| KALLUS, DANIEL, JOSEPH | I | PARTNER, DIRECTOR OF EQUITY INVESTMENTS | B | |
| KALLUS, DANIEL, JOSEPH | I | PARTNER, DIRECTOR OF EQUITY INVESTMENTS | B | |
| KALLUS, DANIEL, JOSEPH | I | PARTNER, DIRECTOR OF EQUITY INVESTMENTS | B | |
| KALLUS, DANIEL, JOSEPH | I | PARTNER, DIRECTOR OF EQUITY INVESTMENTS | B | |
| KALLUS, DANIEL, JOSEPH | I | PARTNER, DIRECTOR OF EQUITY INVESTMENTS | B | |
| WOODRUFF, CATHERINE, SHERMAN | I | MANAGING PARTNER, DIRECTOR OF EQUITIES | B | Control |
| WOODRUFF, CATHERINE, SHERMAN | I | MANAGING PARTNER, DIRECTOR OF EQUITIES | B | Control |
| WOODRUFF, CATHERINE, SHERMAN | I | MANAGING PARTNER, DIRECTOR OF EQUITIES | B | Control |
| WOODS, JANNA, KAY | I | PARTNER | B | Control |
| WOODS, JANNA, KAY | I | PARTNER | B | Control |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| DETWILER, JEFFREY, DYLAN | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CONTROLLER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CONTROLLER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CONTROLLER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CONTROLLER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CONTROLLER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CONTROLLER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| LUNDAY, JAMES, KEVIN | I | PARTNER, CHIEF OPERATING OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| MCWILLIAMS, BETH, LEE | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER, INVESTMENT ANALYST | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| ROBERTS, STEPHANIE, JOY | I | PARTNER | A | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| RODRIGUEZ, NANCY | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| ROHRMAN, CURT, EDWARD | I | PARTNER, PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A | |
| TASS, KAREN, HERBST | I | PARTNER, FIXED INCOME PORTFOLIO MANAGER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| GARCIA, GILBERT, ANDREW | I | NEW SOUTHWEST GP HOLDINGS, INC. ("GP") | E | Control |
| AFFILIATED MANAGERS GROUP, INC. (NYSE:AMG) | DE | AMG/SOUTHWEST GP HOLDINGS, INC. & AMG/TBC HOLDINGS, INC. | D | Control |
| AFFILIATED MANAGERS GROUP, INC. (NYSE:AMG) | DE | AMG/SOUTHWEST GP HOLDINGS, INC. & AMG/TBC HOLDINGS, INC. | D | Control |
| AFFILIATED MANAGERS GROUP, INC. (NYSE:AMG) | DE | AMG/SOUTHWEST GP HOLDINGS, INC. & AMG/TBC HOLDINGS, INC. | D | Control |
| AFFILIATED MANAGERS GROUP, INC. (NYSE:AMG) | DE | AMG/SOUTHWEST GP HOLDINGS, INC. & AMG/TBC HOLDINGS, INC. | D | Control |
Registrations
Federal
IA
Sep 29, 2025 REGISTERED
Notice Filings (27)
AR AZ CA CT DE FL GA IA IL IN LA MA MD MI MO NC NE NJ NY OH OK PA SC TX UT VA WI
Address
5 HOUSTON CENTER1401 MCKINNEY ST., SUITE 1600
HOUSTON, TX 77010-4037
United States
Phone: 713-853-2322