HILLCREST ASSET MANAGEMENT LLC
Legal name: HILLCREST ASSET MANAGEMENT
CRD #145078 SEC #801-79552 PLANO, TX 469-666-6455
SEC Registered
Total AUM
$41.4M
Discretionary
$41.4M
Employees
10
Clients
--
Accounts
56
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 6, 2022
- 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 |
|---|---|---|---|---|
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | PORTFOLIO MANAGER | NA | |
| TROEGLE, BRANDON, LANCE | I | MANAGING DIRECTOR | NA | |
| TROEGLE, BRANDON, LANCE | I | MANAGING DIRECTOR | NA | |
| TROEGLE, BRANDON, LANCE | I | MANAGING DIRECTOR | NA | |
| TROEGLE, BRANDON, LANCE | I | MANAGING DIRECTOR | NA | |
| TROEGLE, BRANDON, LANCE | I | MANAGING DIRECTOR | NA | |
| TROEGLE, BRANDON, LANCE | I | MANAGING DIRECTOR | NA | |
| TROEGLE, BRANDON, LANCE | I | MANAGING DIRECTOR | NA | |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| BRUCE, BRIAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | B | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | B | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | B | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | B | Control |
| YANCEY, MARK, SPENCER | I | MANAGING PARTNER | B | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| STARK, DOUGLAS, EVAN | I | MANAGING DIRECTOR | A | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TRASK, DEBORAH, ANN | I | CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
| GRAIL PARTNERS LLC | FE | CHALICE HILLCREST LLC | C | Control |
Registrations
Federal
IA
Apr 6, 2022 REGISTERED
Notice Filings (14)
AL AZ CA FL GA MA MD MN NY OH PA SC TN TX
Address
2805 DALLAS PARKWAYSUITE 260
PLANO, TX 75093
United States
Phone: 469-666-6455