ST. JAMES INVESTMENT COMPANY, LLC
CRD #124777 SEC #801-61779 SOUTHLAKE, TX 214-484-7250
SEC Registered
Total AUM
$595.2M
Discretionary
$595.2M
Employees
6
Clients
0
Accounts
1,105
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- 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 |
|---|---|---|---|---|
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURSON, AMY, ALICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARK, ROBERT, JOSEPH | I | PARTNER | NA | Control |
| MARK, ROBERT, JOSEPH | I | PARTNER | NA | Control |
| MARK, ROBERT, JOSEPH | I | PARTNER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| MARK, ROBERT, JOSEPH | I | MANAGER | NA | Control |
| AMBERG FAMILY PARTNERSHIP, LLLP | DE | OWNER & LIMITED PARTNER | D | Control |
| AMBERG FAMILY PARTNERSHIP, LLLP | DE | OWNER & LIMITED PARTNER | D | Control |
| AMBERG FAMILY PARTNERSHIP, LLLP | DE | OWNER & LIMITED PARTNER | D | Control |
| MARK, BRIAN, CHRISTOPHER | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, BRIAN, CHRISTOPHER | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, BRIAN, CHRISTOPHER | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, BRIAN, CHRISTOPHER | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ROBERT, JOSEPH | I | PARTNER | D | Control |
| MARK, ROBERT, JOSEPH | I | PARTNER | D | Control |
| MARK, ROBERT, JOSEPH | I | PARTNER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ROBERT, JOSEPH | I | PARTNER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| MARK, ROBERT, JOSEPH | I | MEMBER, MANAGER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| SIBELIUS HOLDINGS, LLC | DE | MEMBER | D | Control |
| MARK, BRIAN | I | GENERAL PARTNER | C | Control |
| MARK, BRIAN | I | GENERAL PARTNER | C | Control |
| MARK, BRIAN | I | GENERAL PARTNER | C | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | C | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | C | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | C | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | C | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| MARK, BRIAN, CHRISTOPHER | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | B | Control |
| SACHS, WILLIAM, RANEY | I | MEMBER | B | |
| SACHS, WILLIAM, RANEY | I | MEMBER | B | |
| SACHS, WILLIAM, RANEY | I | MEMBER | B | |
| SACHS, WILLIAM, RANEY | I | MEMBER | B | |
| SACHS, WILLIAM, RANEY | I | MEMBER | B | |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | A | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | A | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | A | Control |
| REDELL, LAWRENCE, JOSEPH | I | MEMBER | A | Control |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A | |
| SACHS, WILLIAM, RANEY | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| MARK, ROBERT, JOSEPH | I | RC96 REVOCABLE LIVING TRUST | F | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| RC96 REVOCABLE LIVING TRUST | DE | SIBELIUS HOLDINGS, LLC | E | Control |
| MARK, CARRIE, ANN | I | AMBERG FAMILY PARTNERSHIP, LLLP | C | Control |
| MARK, CARRIE, ANN | I | AMBERG FAMILY PARTNERSHIP, LLLP | C | Control |
| MARK, CARRIE, ANN | I | AMBERG FAMILY PARTNERSHIP, LLLP | C | Control |
| MARK, CARRIE, ANN | I | AMBERG FAMILY PARTNERSHIP, LLLP | C | Control |
| MARK, CARRIE, ANN | I | AMBERG FAMILY PARTNERSHIP, LLLP | C | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (42)
AK AL AR AZ CA CT DE FL GA HI IL IN KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA SC TN TX VA VT WA WI WV
Address
535 S. KIMBALL AVENUESUITE 140
SOUTHLAKE, TX 76092
United States
Phone: 214-484-7250