9823 CAPITAL, LP

DALLAS, Texas·2 registered advisors·CRD# 324329
SEC# 801-1271550214-880-7444
01

Firm Overview

AUM
$118M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at 9823 CAPITAL, LP

2 registered advisors
Dana Blair Baker
DALLAS, Texas
Nick Robert Roossien
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. 9823 CAPITAL, LP (CRD# 324329) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.