Unclaimed Profile

Gregg Allen Jacobson

CAYMUS CAPITAL PARTNERS, L.P.·THE WOODLANDS, Texas

Series 65Clean record21 years registeredCAYMUS CAPITAL PARTNERS, L.P.

10001 WOODLOCH FOREST DRIVE, THE WOODLANDS, TX 77380CRD# 4453638Firm CRD# 133110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregg Allen Jacobson · THE WOODLANDS, TX

Registration

CRD #4453638 · CAYMUS CAPITAL PARTNERS, L.P. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAYMUS CAPITAL PARTNERS, L.P.

CAYMUS CAPITAL PARTNERS, L.P.

Jan 2005 – Sep 2020

THE WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 13, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAYMUS CAPITAL PARTNERS, L.P.

CRD 133110 · SEC 801-63765

AUM

$572M

Regulatory assets under management

Employees

6 client accounts

Services offered by CAYMUS CAPITAL PARTNERS, L.P.

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CAYMUS CAPITAL PARTNERS, L.P. →

Introduction

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Frequently Asked Questions

What services does Gregg Allen Jacobson offer?

Gregg Allen Jacobson specializes in Retirement Planning.

What are Gregg Allen Jacobson's credentials?

Gregg Allen Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregg Allen Jacobson located?

Gregg Allen Jacobson is based in THE WOODLANDS, Texas, last registered with CAYMUS CAPITAL PARTNERS, L.P..

How does Gregg Allen Jacobson charge for services?

Gregg Allen Jacobson'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 CAYMUS CAPITAL PARTNERS, L.P.?

CAYMUS CAPITAL PARTNERS, L.P. has approximately 5 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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