CHAMPION CAPITAL RESEARCH, INC.
Adviser information for CHAMPION CAPITAL RESEARCH, INC. last updated from Form ADV on March 24th, 2023. 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 | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| 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 | 99 | $373.3M |
| Non-Discretionary | 81 | $910.1M |
| Total | 180 | $1.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 17 | $483.9M |
| 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 | <5 | $41.5M |
| Charitable organizations | <5 | $12.3M |
| State or municipal gov entities | <5 | $109.4M |
| Other investment advisers | <5 | $636.2M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-67229 |
|---|---|
| SEC ERA File Number | 801-67229 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 134526 |
| Legal Entity Identifier | None |
Principal Office
510 BERINGSUITE 240
HOUSTON
TX
United States
Monday - Friday, 9-5
Tel: 713-974-8883, Fax: 713-974-8887
Websites
Chief Compliance Officer
MARY KATHRYN CAMPION
PRESIDENT
510 BERING
SUITE 240
HOUSTON
TX
United States
Tel:
713-974-8883
Fax:
713-974-8887
C******@*************M
(Full email address available in API data)
Regulatory Contact
MARY KATHRYN CAMPION
PRESIDENT
510 BERING
SUITE 240
HOUSTON
TX
United States
Tel:
713-446-0806
M********@**********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 |
|---|---|---|---|---|---|
| CAMPION, MARY, KATHRYN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 08/2003 | > 75% |