SAILINGSTONE CAPITAL PARTNERS LLC

HOUSTON, Texas·4 registered advisors·CRD# 169673
SEC# 801-788580(415) 429-5198
01

Firm Overview

AUM
$507M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at SAILINGSTONE CAPITAL PARTNERS LLC

4 registered advisors
Henry Tran
LARKSPUR, California
James Edward Klescewski
HOUSTON, Texas
Kenneth Lee Settles
HOUSTON, Texas
Mackenzie Bryce Davis
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
3 advisors
LARKSPUR, California
1 advisor

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Data sourced from SEC Form ADV filings. SAILINGSTONE CAPITAL PARTNERS LLC (CRD# 169673) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.