CONTI TEXAS ORGANIZATION, INC.
Legal name: CONTI CAPITAL
CRD #318280 SEC #801-126583 DALLAS, TX 972-331-6881
SEC Registered Private Funds
Total AUM
$359.8M
Discretionary
$359.8M
Employees
37
Clients
--
Accounts
5
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2023
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HALPIN, CHRISTOPHER, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | |
| HULLA, BRIAN, GERARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HULLA, BRIAN, GERARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Patel, Tricia, Selina | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Patel, Tricia, Selina | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Quiram, David, Joel | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Quiram, David, Joel | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Streit, Brent, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| Streit, Brent, Alan | I | CHIEF OPERATING OFFICER | NA | Control |
| Vaz, Carlos, Pedro | I | CHIEF EXECUTIVE OFFICER AND OWNER | E | Control |
| Vaz, Carlos, Pedro | I | CHIEF EXECUTIVE OFFICER AND OWNER | E | Control |
| Vaz, Carlos, Pedro | I | CHIEF EXECUTIVE OFFICER AND OWNER | E | Control |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Notice Filings (3)
FL NY TX
Address
13455 NOEL ROADSUITE 1050
DALLAS, TX 75240
United States
Phone: 972-331-6881