COMMERCE STREET INVESTMENT ADVISOR, LLC
Legal name: COMMERCE STREET INVESTMENT MANAGEMENT
CRD #144278 SEC #801-68792 DALLAS, TX 214-545-6800
SEC Registered Private Funds
Total AUM
$876.5M
Discretionary
$240.6M
Employees
16
Clients
--
Accounts
76
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BILLINGS, ELLEN, VIVIAN | I | CONTROLLER | NA | Control |
| BILLINGS, ELLEN, VIVIAN | I | CONTROLLER | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | CHIEF OPERATING OFFICER | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | CHIEF OPERATING OFFICER | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | CHIEF OPERATING OFFICER | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BILLINGS, SCOTT, KEVIN | I | COO, CFO | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYCE, BOBBY, DON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROOKS, CARLA, JO | I | MANAGING DIRECTOR | NA | Control |
| BROOKS, CARLA, JO | I | MANAGING DIRECTOR | NA | Control |
| BROOKS, CARLA, JO | I | MANAGING DIRECTOR, HEAD OF PRIVATE EQUITY | NA | Control |
| BROOKS, CARLA, JO | I | MANAGING DIRECTOR, HEAD OF PRIVATE EQUITY | NA | Control |
| BROOKS, CARLA, JO | I | MANAGING DIRECTOR, HEAD OF PRIVATE EQUITY | NA | Control |
| BROOKS, CARLA, JO | I | MANAGING DIRECTOR, HEAD OF PRIVATE EQUITY | NA | Control |
| ENGEMOEN, JAMES, TODD | I | ANALYST | NA | |
| ENGEMOEN, JAMES, TODD | I | ANALYST | NA | |
| GARCIA, MARGARET, TAYLOR | I | CFO | NA | Control |
| GARCIA, MARGARET, TAYLOR | I | CFO | NA | Control |
| GARCIA, MARGARET, TAYLOR | I | CFO | NA | Control |
| GARCIA, MARGARET, TAYLOR | I | CFO | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| GROSS, WILLIAM, DUDLEY | I | CHAIRMAN | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMNER, JOHN, CADE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CHIEF COMPLIANCE OFFICER | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CHIEF COMPLIANCE OFFICER | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | NA | Control |
| HASHAWAY, BOBBY, LEE | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, HEAD OF ACCOUNTING, CCO | NA | Control |
| HICKEY, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HICKEY, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HICKEY, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HICKEY, SUZANNE, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HICKEY, SUZANNE, NMN | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| HICKEY, SUZANNE, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HICKEY, SUZANNE, NMN | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| HICKEY, SUZANNE, NMN | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| HICKEY, SUZANNE, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HICKEY, SUZANNE, NMN | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| KIRCHWEY, GEORGE, ALLEN | I | MANAGING DIRECTOR | NA | Control |
| KIRCHWEY, GEORGE, ALLEN | I | MANAGING DIRECTOR | NA | Control |
| KIRCHWEY, GEORGE, ALLEN | I | VICE PRESIDENT | NA | Control |
| KIRCHWEY, GEORGE, ALLEN | I | VICE PRESIDENT | NA | Control |
| KIRCHWEY, GEORGE, ALLEN | I | VICE PRESIDENT | NA | Control |
| KIRCHWEY, GEORGE, ALLEN | I | VICE PRESIDENT | NA | Control |
| MAIMO, BERTRAND | I | INERIM CFO | NA | |
| MAIMO, BERTRAND | I | INTERIM CFO | NA | Control |
| MAIMO, BERTRAND | I | INERIM CFO | NA | |
| MAIMO, BERTRAND | I | INERIM CFO | NA | |
| MAIMO, BERTRAND, KIVER | I | INERIM CFO | NA | |
| MAIMO, BERTRAND, KIVER | I | INERIM CFO | NA | |
| MAIMO, BERTRAND, KIVER | I | INERIM CFO | NA | |
| MAIMO, BERTRAND, KIVER | I | INTERIM CFO | NA | |
| MAIMO, BERTRAND, KIVER | I | INTERIM CFO | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MAIMO, BERTRAND, KIVER | I | CHIEF FINANCIAL OFFICER | NA | |
| MANNES, JOSEPH, REID | I | CHIEF OPERATING OFFICER | NA | Control |
| MANNES, JOSEPH, REID | I | CHIEF OPERATING OFFICER | NA | Control |
| PFEIFER, ROBERT, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PFEIFER, ROBERT, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PFEIFER, ROBERT, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PFEIFER, ROBERT, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PFEIFER, ROBERT, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PFEIFER, ROBERT, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PFEIFER, ROBERT, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PFEIFER, ROBERT, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PLUMER, KURTIS, STEPHEN | I | MANAGING DIRECTOR | NA | Control |
| PLUMER, KURTIS, STEPHEN | I | MANAGING DIRECTOR | NA | Control |
| PLUMER, KURTIS, STEPHEN | I | MANAGING DIRECTOR | NA | Control |
| PLUMER, KURTIS, STEPHEN | I | MANAGING DIRECTOR | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| SCHIRLE, TINA, HAHN | I | CFO | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| WILEY, DORY, ALAN | I | PRESIDENT AND MANAGING PARTNER | NA | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
| COMMERCE STREET HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | D | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GARDNER, JAMES, BARRINGTON | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| GROSS, WILLIAM, DUDLEY | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
| WILEY, DORY, ALAN | I | COMMERCE STREET HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Oct 2, 2025 REGISTERED
Notice Filings (26)
CA CO CT DC FL GA IA IL KS KY LA MA MN MS NC NE NH NJ NM NY OK PA SD TN TX VA
Address
1445 ROSS AVENUE, SUITE 2700DALLAS, TX 75202
United States
Phone: 214-545-6800