The COMMERCE STREET INVESTMENT MANAGEMENT is a privately held investment adviser that advises $888.78mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COMMERCE STREET INVESTMENT MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 72.28% over the last 5-years.
The Group has been registered with the SEC for 18.53 years and is comprised of 1 filing and 1 relying advisers. They operate out of 2 office locations with their Headquarters at 1445 ROSS AVENUE, SUITE 2700, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 10 investment and 4 non-investment staff. The total number of Employees decreased by 6.67% over the last 5-years.
Their $888.78mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 55 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $590.69mn or 66.46% of Total Assets and Charitable Organizations own $186.19mn or 20.95% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Pension and Profit Sharing Plans-Private and Charitable Organizations.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
COMMERCE STREET INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.