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Mackenzie Bryce Davis

SAILINGSTONE CAPITAL PARTNERS LLC·HOUSTON, Texas
Unclaimed Profile
3200 KIRBY DRIVE, HOUSTON, TX 77098CRD# 2926926Firm CRD# 169673
01

About

Mackenzie Bryce Davis 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
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# 2926926
Firm CRD# 169673
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mackenzie Bryce Davis offer?
Mackenzie Bryce Davis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Mackenzie Bryce Davis's credentials?
Mackenzie Bryce Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mackenzie Bryce Davis located?
Mackenzie Bryce Davis 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 Mackenzie Bryce Davis charge for services?
Mackenzie Bryce Davis'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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Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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