GUIDESTONE CAPITAL MANAGEMENT
GUIDESTONE CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for GUIDESTONE CAPITAL MANAGEMENT last updated from Form ADV on March 28th, 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 |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 32 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 27 | $27.4B |
| Non-Discretionary | 0 | $0 |
| Total | 27 | $27.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 27 | $27.4B |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPROVIDE ASSET ALLOCATION MODELS AND INVESTMENT RESEARCH TO AN AFFILIATED ADVISER |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
5005 LYNDON B. JOHNSON FREEWAYSUITE 2200
DALLAS
TX
United States
Monday - Friday, 8:00 AM-5:00 PM CT
Tel: 214-720-2148, Fax: None
Chief Compliance Officer
MATTHEW A. WOLFE
5005 LYNDON B. JOHNSON FREEWAY
SUITE 2200
DALLAS
TX
United States
Tel:
214-720-4640
M*********@*************G
(Full email address available in API data)
Regulatory Contact
BRANDON PIZZURRO
PRESIDENT AND CHIEF INVESTMENT OFFICER
5005 LYNDON B. JOHNSON FREEWAY
SUITE 2200
DALLAS
TX
United States
Tel:
214-720-4716
B***************@*************G
(Full email address available in API data)
Industry Affiliates
| GUIDESTONE ADVISORS | Other investment adviser, including financial planners |
| GUIDESTONE AGENCY SERVICES | Insurance company or agency |
| GUIDESTONE FINANCIAL RESOURCES | Sponsor, GP, manager of pooled investment vehicles |
| GUIDESTONE FINANCIAL SERVICES | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| GUIDESTONE INVESTMENT SERVICES | Other investment adviser, including financial planners |
| GUIDESTONE RISK MANAGEMENT CO. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SOUTHERN BAPTIST CONVENTION | Domestic Entity | GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | MEMBER | 08/1999 | > 75% |
| CHILDERS, MELANIE, RUTH | Individual | – | VICE PRESIDENT FUND OPERATIONS AND SECRETARY | 02/2014 | < 5% |
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | Domestic Entity | GUIDESTONE INVESTMENT SERVICES | MEMBER | 02/1988 | > 75% |
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | Domestic Entity | GUIDESTONE RESOURCE MANAGEMENT, INC. | SHAREHOLDER | 04/2014 | > 75% |
| GUIDESTONE INVESTMENT SERVICES | Domestic Entity | – | MANAGER AND MEMBER | 05/2014 | 50-75% |
| GUIDESTONE RESOURCE MANAGEMENT, INC. | Domestic Entity | – | MEMBER | 05/2014 | 25-50% |
| PATTISON, PATRICK, ROYAL | Individual | – | VICE PRESIDENT AND TREASURER | 04/2015 | < 5% |
| WOLFE, MATTHEW, ALAN | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2020 | < 5% |
| PIZZURRO, BRANDON, SCOTT | Individual | – | PRESIDENT AND CHIEF INVESTMENT OFFICER | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APPLE INC | COM | 62M | 294K | – |