RIA Intelligence

CONSERVATION EQUITY MANAGEMENT, LP

CRD #315084 SEC #801-121894 DALLAS, TX 214-347-8050
SEC Registered
Total AUM
--
Discretionary
--
Employees
8
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Partnership
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 28, 2021
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BASS, J, KYLEIMANAGING PARTNER, CHIEF INVESTMENT OFFICERNA Control
BASS, J, KYLEIMANAGING PARTNER, CHIEF INVESTMENT OFFICERNA Control
CONSERVATION HOLDINGS, LLCDEGENERAL PARTNERNA Control
CONSERVATION HOLDINGS, LLCDEGENERAL PARTNERNA Control
KNOWLTON, JEFFREY, JACOBICHIEF FINANCIAL OFFICERNA Control
KNOWLTON, JEFFREY, JACOBICHIEF FINANCIAL OFFICERNA Control
SMITH, STUART, TODDICHIEF COMPLIANCE OFFICERNA Control
SMITH, STUART, TODDICHIEF COMPLIANCE OFFICERNA Control
FLAT CALM REVOCABLE TRUSTDELIMITED PARTNERE Control
FLAT CALM REVOCABLE TRUSTDELIMITED PARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BASS, J, KYLEIFLAT CALM REVOCABLE TRUSTF Control
BASS, J, KYLEIFLAT CALM REVOCABLE TRUSTF Control
BASS, J, KYLEICONSERVATION HOLDINGS, LLCE Control
BASS, J, KYLEICONSERVATION HOLDINGS, LLCE Control

Registrations

Federal

IA
Jun 28, 2021 REGISTERED

Notice Filings (1)

TX

Address

2305 CEDAR SPRINGS ROAD
SUITE #400
DALLAS, TX 75201
United States
Phone: 214-347-8050