MURRAY INVESTMENT MANAGEMENT, LLC
Adviser information for MURRAY INVESTMENT MANAGEMENT, LLC last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 125 | $118.9M |
Non-Discretionary | 8 | $5.6M |
Total | 133 | $124.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 17 | $5.3M |
HNW Individuals | 24 | $113.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $5.6M |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 1 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-127514 |
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SEC ERA File Number | 801-127514 |
SEC CIK Numbers | None |
SEC CRD Numbers | 146921 |
Legal Entity Identifier | None |
Principal Office
3900 ESSEX LANE, SUITE 1150HOUSTON
TX
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: (713) 850-7444, Fax: (281) 520-4206
Websites
Chief Compliance Officer
SAMUEL THOMAS MURRAY
OWNER
3900 ESSEX LANE, SUITE 1150
HOUSTON
TX
United States
Tel:
(713) 850-7444
Fax:
(281) 520-4206
S********@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MURRAY, SAMUEL, THOMAS | Individual | – | OWNER/CHIEF COMPLIANCE OFFICER | 04/2008 | > 75% |