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Kenneth Lee Settles

SAILINGSTONE CAPITAL PARTNERS LLC·HOUSTON, Texas
Clean recordSAILINGSTONE CAPITAL PARTNERS LLC
3200 KIRBY DRIVE, HOUSTON, TX 77098CRD# 2781282Firm CRD# 169673

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Lee Settles · HOUSTON, TX
Registration
CRD #2781282 · SAILINGSTONE CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kenneth Lee Settles is a registered financial advisor based in HOUSTON, Texas, affiliated with SAILINGSTONE CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SAILINGSTONE CAPITAL PARTNERS LLC
SAILINGSTONE CAPITAL PARTNERS LLC
AUM
$507M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SAILINGSTONE CAPITAL PARTNERS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2781282
Firm CRD# 169673
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Lee Settles offer?
Kenneth Lee Settles specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Kenneth Lee Settles's credentials?
Kenneth Lee Settles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Lee Settles located?
Kenneth Lee Settles is based in HOUSTON, Texas, working with SAILINGSTONE CAPITAL PARTNERS LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Kenneth Lee Settles charge for services?
Kenneth Lee Settles's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAILINGSTONE CAPITAL PARTNERS LLC?
SAILINGSTONE CAPITAL PARTNERS LLC has approximately 7 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAILINGSTONE CAPITAL PARTNERS LLC

Henry Tran
LARKSPUR, CA
James Edward Klescewski
HOUSTON, TX
Mackenzie Bryce Davis
HOUSTON, TX

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Research
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