MSJC, LP
Legal name: CFO4LIFE, L.P.
CRD #146904 SEC #801-77180 COPPELL, TX 214-637-9500
SEC Registered
Total AUM
$432.8M
Discretionary
$224.2M
Employees
14
Clients
0
Accounts
765
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $432.8M | $224.2M | $208.7M | 14 | 300 |
| May 2016 | $432.8M | $224.2M | $208.7M | 14 | 300 |
| Feb 2016 | $432.8M | $224.2M | $208.7M | 14 | 300 |
| Nov 2015 | $419.6M | $229.8M | $189.8M | 12 | 400 |
| Mar 2015 | $419.6M | $229.8M | $189.8M | 12 | 400 |
| Dec 2014 | $376M | $205.3M | $170.7M | 18 | 300 |
| Nov 2014 | $376M | $205.3M | $170.7M | 18 | 300 |
| Sep 2014 | $376M | $205.3M | $170.7M | 18 | 300 |
| Mar 2014 | $336.1M | $150.1M | $186M | 18 | 300 |
| Dec 2013 | $336.5M | $157.5M | $179M | 16 | 300 |
| Sep 2013 | $286.8M | $131.5M | $155.3M | 16 | 100 |
| Jul 2013 | $286.8M | $131.5M | $155.3M | 16 | 100 |
| Apr 2013 | $286.8M | $131.5M | $155.3M | 16 | 100 |
| Feb 2013 | $228.6M | $91.2M | $137.4M | 13 | 100 |
| Nov 2012 | $223.2M | $102.1M | $121.2M | 13 | 200 |
| Oct 2012 | $208.9M | $72.9M | $136M | 13 | 200 |
| Oct 2012 | $208.9M | $72.9M | $136M | 11 | 200 |
| Oct 2012 | $168.6M | $54.6M | $114M | 11 | 200 |
| Oct 2012 | $114.1M | $0 | $114.1M | 11 | 200 |
| Sep 2012 | $114.1M | $0 | $114.1M | 11 | 200 |
| Sep 2012 | $114.1M | $0 | $114.1M | 11 | 200 |
DateJul 2016
Total AUM$432.8M
Discretionary$224.2M
Non-Disc.$208.7M
Employees14
Clients300
DateMay 2016
Total AUM$432.8M
Discretionary$224.2M
Non-Disc.$208.7M
Employees14
Clients300
DateFeb 2016
Total AUM$432.8M
Discretionary$224.2M
Non-Disc.$208.7M
Employees14
Clients300
DateNov 2015
Total AUM$419.6M
Discretionary$229.8M
Non-Disc.$189.8M
Employees12
Clients400
DateMar 2015
Total AUM$419.6M
Discretionary$229.8M
Non-Disc.$189.8M
Employees12
Clients400
DateDec 2014
Total AUM$376M
Discretionary$205.3M
Non-Disc.$170.7M
Employees18
Clients300
DateNov 2014
Total AUM$376M
Discretionary$205.3M
Non-Disc.$170.7M
Employees18
Clients300
DateSep 2014
Total AUM$376M
Discretionary$205.3M
Non-Disc.$170.7M
Employees18
Clients300
DateMar 2014
Total AUM$336.1M
Discretionary$150.1M
Non-Disc.$186M
Employees18
Clients300
DateDec 2013
Total AUM$336.5M
Discretionary$157.5M
Non-Disc.$179M
Employees16
Clients300
DateSep 2013
Total AUM$286.8M
Discretionary$131.5M
Non-Disc.$155.3M
Employees16
Clients100
DateJul 2013
Total AUM$286.8M
Discretionary$131.5M
Non-Disc.$155.3M
Employees16
Clients100
DateApr 2013
Total AUM$286.8M
Discretionary$131.5M
Non-Disc.$155.3M
Employees16
Clients100
DateFeb 2013
Total AUM$228.6M
Discretionary$91.2M
Non-Disc.$137.4M
Employees13
Clients100
DateNov 2012
Total AUM$223.2M
Discretionary$102.1M
Non-Disc.$121.2M
Employees13
Clients200
DateOct 2012
Total AUM$208.9M
Discretionary$72.9M
Non-Disc.$136M
Employees13
Clients200
DateOct 2012
Total AUM$208.9M
Discretionary$72.9M
Non-Disc.$136M
Employees11
Clients200
DateOct 2012
Total AUM$168.6M
Discretionary$54.6M
Non-Disc.$114M
Employees11
Clients200
DateOct 2012
Total AUM$114.1M
Discretionary$0
Non-Disc.$114.1M
Employees11
Clients200
DateSep 2012
Total AUM$114.1M
Discretionary$0
Non-Disc.$114.1M
Employees11
Clients200
DateSep 2012
Total AUM$114.1M
Discretionary$0
Non-Disc.$114.1M
Employees11
Clients200