TREATY OAK CAPITAL MANAGEMENT, L.P.
CRD #120516 SEC #801-64107 AUSTIN, TX 512-481-1956
SEC Registered Private Funds
Total AUM
$51M
Discretionary
$51M
Employees
6
Clients
0
Accounts
3
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEAGO, BRAD, LOUIS | I | SENIOR INVESTMENT ANALYST | NA | |
| TREATY OAK ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| TREATY OAK ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| TREATY OAK ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| TREATY OAK ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| TREATY OAK ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| TREATY OAK ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| TREATY OAK ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | LIMITED PARTER | D | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | LIMITED PARTER | D | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | LIMITED PARTER | D | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | LIMITED PARTER | D | Control |
| MYERS, JOHN, JOSEPH | I | LIMITED PARTNER | D | Control |
| MYERS, JOHN, JOSEPH | I | LIMITED PARTNER | D | Control |
| MYERS, JOHN, JOSEPH | I | LIMITED PARTNER | D | Control |
| MYERS, JOHN, JOSEPH | I | LIMITED PARTNER | D | Control |
| BEAGO, BRAD, LOUIS | I | LIMITED PARTNER | B | |
| BEAGO, BRAD, LOUIS | I | LIMITED PARTNER | B | |
| BEAGO, BRAD, LOUIS | I | LIMITED PARTNER | B | |
| BEAGO, BRAD, LOUIS | I | LIMITED PARTNER | B | |
| CREEL, JAMES, JEFFREY | I | LIMITED PARTER | B | |
| CREEL, JAMES, JEFFREY | I | LIMITED PARTER | B | |
| CREEL, JAMES, JEFFREY | I | LIMITED PARTER | B | |
| CREEL, JAMES, JEFFREY | I | LIMITED PARTER | B | |
| MCDOUGALL, WILLIAM, CHRISTOPHER | I | LIMITED PARTNER | B | |
| MCDOUGALL, WILLIAM, CHRISTOPHER | I | LIMITED PARTNER | B | |
| MCDOUGALL, WILLIAM, CHRISTOPHER | I | LIMITED PARTNER | B | |
| STANLEY, AARON, REED | I | LIMITED PARTNER | B | Control |
| STANLEY, AARON, REED | I | LIMITED PARTNER | B | Control |
| STANLEY, AARON, REED | I | LIMITED PARTNER | B | Control |
| STANLEY, AARON, REED | I | LIMITED PARTNER | B | Control |
| BEAGO, BRAD, LOUIS | I | LIMITED PARTNER | A | |
| BEAGO, BRAD, LOUIS | I | LIMITED PARTNER | A | |
| BEAGO, BRAD, LOUIS | I | LIMITED PARTNER | A | |
| HUTCHINSON, BLAKE, ALLEN | I | LIMITED PARTNER | A | |
| HUTCHINSON, BLAKE, ALLEN | I | LIMITED PARTNER | A | |
| HUTCHINSON, BLAKE, ALLEN | I | LIMITED PARTNER | A | |
| HUTCHINSON, BLAKE, ALLEN | I | LIMITED PARTNER | A | |
| MCCANN, JENNIFER, LYNNE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MCCANN, JENNIFER, LYNNE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MCCANN, JENNIFER, LYNNE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MCCANN, JENNIFER, LYNNE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MCCANN, JENNIFER, LYNNE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MCCANN, JENNIFER, LYNNE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MCCANN, JENNIFER, LYNNE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MCCANN, JENNIFER, LYNNE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TREATY OAK ADVISORS, LLC | DE | GENERAL PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STANLEY, AARON, REED | I | AARON STANLEY MANAGEMENT TRUST | F | Control |
| STANLEY, AARON, REED | I | AARON STANLEY MANAGEMENT TRUST | F | Control |
| STANLEY, AARON, REED | I | AARON STANLEY MANAGEMENT TRUST | F | Control |
| STANLEY, AARON, REED | I | AARON STANLEY MANAGEMENT TRUST | F | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | TREATY OAK ADVISORS, LLC | E | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | TREATY OAK ADVISORS, LLC | E | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | TREATY OAK ADVISORS, LLC | E | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | TREATY OAK ADVISORS, LLC | E | Control |
| MYERS, JOHN, JOSEPH | I | TREATY OAK ADVISORS, LLC | E | Control |
| MYERS, JOHN, JOSEPH | I | TREATY OAK ADVISORS, LLC | E | Control |
| MYERS, JOHN, JOSEPH | I | TREATY OAK ADVISORS, LLC | E | Control |
| MYERS, JOHN, JOSEPH | I | TREATY OAK ADVISORS, LLC | E | Control |
| AARON STANLEY MANAGEMENT TRUST | DE | TREATY OAK CAPITAL MANAGEMENT, LP | D | Control |
| STANLEY, AARON, REED | I | TREATY OAK ADVISORS, LLC | C | Control |
| STANLEY, AARON, REED | I | TREATY OAK ADVISORS, LLC | C | Control |
| STANLEY, AARON, REED | I | TREATY OAK ADVISORS, LLC | C | Control |
| STANLEY, AARON, REED | I | TREATY OAK ADVISORS, LLC | C | Control |
Registrations
Federal
IA
Mar 22, 2012 REGISTERED
Notice Filings (1)
TX
Address
300 WEST 6TH STREETSUITE 1910
AUSTIN, TX 78701
United States
Phone: 512-481-1956