PAUL COMSTOCK PARTNERS
FIRST ENDOWMENT DEVELOPMENT CORP Legal Name
Adviser information for PAUL COMSTOCK PARTNERS last updated from Form ADV on March 20th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $3.3M |
| Non-Discretionary | 113 | $2.0B |
| Total | 114 | $2.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 103 | $1.6B |
| 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 | 11 | $472.8M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 30 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-22496 |
|---|---|
| SEC ERA File Number | 801-22496 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105335 |
| Legal Entity Identifier | None |
Principal Office
1177 WEST LOOP SOUTHSUITE 1500
HOUSTON
TX
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 713-977-2694, Fax: 713-877-1363
Websites
Chief Compliance Officer
STEPHEN C. BROWNE
DIRECTOR, CIO
1177 WEST LOOP SOUTH
SUITE 1500
HOUSTON
TX
United States
Tel:
713-554-0165
Fax:
713-877-1363
S***********@***********************M
(Full email address available in API data)
Regulatory Contact
ALISON COMSTOCK MOSS
CEO
1177 WEST LOOP SOUTH
SUITE 1500
HOUSTON
TX
United States
Tel:
832-563-5521
Fax:
713-877-1363
A**********@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COMSTOCK, PAUL, LEON | Individual | – | DIRECTOR, RELATIONSHIP MANAGER | 03/2018 | 25-50% |
| BROWNE, STEPHEN, CARPENTER | Individual | – | DIRECTOR,CIO,CCO | 01/2015 | < 5% |
| MOSS, ALISON, COMSTOCK | Individual | – | CHAIRMAN/CEO | 03/2018 | < 5% |
| ALISON COMSTOCK MOSS SEPARATE PROPERTY TRUST | Domestic Entity | – | OWNER | 03/2018 | 50-75% |
| MOSS, ALISON, COMSTOCK | Individual | ALISON COMSTOCK MOSS SEPARATE PROPERTY TRUST | TRUSTEE | 01/2018 |