PRIVUS FINANCIAL, LLC
CRD #291495 SEC #801-112313 DALLAS, TX (512) 630-5055
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
26
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2019
- 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 |
|---|---|---|---|---|
| HEFFRON, KRISTI, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, KRISTI, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, KRISTI, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, KRISTI, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, KRISTI, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEFFRON, KRISTI, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moerbe, Chandler | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moerbe, Chandler | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moerbe, Chandler | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moerbe, Chandler | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gast, Teresa, Donne | I | MANAGING MEMBER | C | Control |
| Gast, Teresa, Donne | I | MANAGING MEMBER | C | Control |
| Gast, Teresa, Donne | I | MANAGING MEMBER | C | Control |
| Gast, Teresa, Donne | I | MANAGING MEMBER | C | Control |
| Gast, Teresa, Donne | I | MANAGING MEMBER | C | Control |
| Gast, Teresa, Donne | I | MANAGING MEMBER | C | Control |
| Gast, Teresa, Donne | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| HALL, MICHAEL, ANTHONY | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| Kos, Jason, Matthew | I | MANAGING MEMBER | C | Control |
| SAXONY PARTNERS, LLC | DE | MANAGING MEMBER | C | Control |
| SAXONY PARTNERS, LLC | DE | MANAGING MEMBER | C | Control |
| SAXONY PARTNERS, LLC | DE | MANAGING MEMBER | C | Control |
| SAXONY PARTNERS, LLC | DE | MANAGING MEMBER | C | Control |
| SAXONY PARTNERS, LLC | DE | MANAGING MEMBER | C | Control |
| SAXONY PARTNERS, LLC | DE | MANAGING MEMBER | C | Control |
| SAXONY PARTNERS, LLC | DE | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WILSON, JEFFREY, ALLEN | I | SAXONY PARTNERS, LLC | E | Control |
| WILSON, JEFFREY, ALLEN | I | SAXONY PARTNERS, LLC | E | Control |
| WILSON, JEFFREY, ALLEN | I | SAXONY PARTNERS, LLC | E | Control |
| WILSON, JEFFREY, ALLEN | I | SAXONY PARTNERS, LLC | E | Control |
| WILSON, JEFFREY, ALLEN | I | SAXONY PARTNERS, LLC | E | Control |
| WILSON, JEFFREY, ALLEN | I | SAXONY PARTNERS, LLC | E | Control |
| WILSON, JEFFREY, ALLEN | I | SAXONY PARTNERS, LLC | E | Control |
Registrations
Federal
IA
May 9, 2019 REGISTERED
Notice Filings (1)
TX
Address
13355 NOEL ROAD, SUITE 1450DALLAS, TX 75240
United States
Phone: (512) 630-5055