Top 50 Investment Management Companies in Dallas

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Below is the list of Top 50 Investment Management Companies in Dallas ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Dallas

1. Stronghold Resource Partners

Industry: Investment Management

Location: Dallas, Texas

Website: strongholdresourcepartners.com

Company Founded: 2016

Company Size: 51-200

Company Address: 3811 Turtle Creek Boulevard, Dallas, Texas, United States

Stronghold Resource Partners Contact Details

Name Title LinkedIn Phone Email
Christie Hibbard Operations Data Coordinator
Wil Warren Vice President Operations
Mark Smith Vice President - Land And Business Development
Tim Newville Senior Executive Technical Advisor
Jay Evans Vice President - Land
Matthew Silver Finance Associate
Matt Thompson Partner-general Counsel
Requires/Intent and 14 more Employees
Sales
Accounting
Digital Asset & Cryptocurrency Investment
and more

2. Mcl

Industry: Investment Management

Location: Dallas, Texas

Website: maverickcap.com

Company Founded: 1993

Company Size: 51-200

Company Address: 1900 North Pearl Street, Dallas, Texas, United States

Mcl Contact Details

Name Title LinkedIn Phone Email
Aleyona Starr Running
Michael Monroe Head Of Operations
Adam Steinberg Analyst, Media And Telecommunications
Deep Dheri Analyst
Anand Krishnamurthy Sector Head - Financials
Jeffrey Holycross Senior Analyst
Peter Hadingham Treasury
Requires/Intent and 32 more Employees
Automation
Institutional Asset Management
M&A Advisory
and more

3. Gwg Holdings, Inc.

Industry: Investment Management

Location: Dallas, Texas

Website: gwglife.com

Company Founded: 2006

Company Size: 51-200

Company Address: 225 North Street, Dallas, Texas, United States

Gwg Holdings, Inc. Contact Details

Name Title LinkedIn Phone Email
Jenniffer Daigle Senior Vice President Business Development
Ted Breen Regional Vice President
Matt Meyer Vice President Of Investments And Sales Operations
Michele Drummond Vice President - National Accounts
Barbara Silvermann Chief Of Staff
Matthew Paine Senior Manager
Peter Anderson Vice President Sales
Requires/Intent and 25 more Employees
Cloud Solutions
IoT
Global Market Trend Analysis
and more

4. Blue River Partners, Llc

Industry: Investment Management

Location: Dallas, Texas

Website: blueriverpartnersllc.com

Company Founded: 2009

Company Size: 51-200

Company Address: 2777 North Stemmons Freeway, Dallas, Texas, United States

Blue River Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Steven Kansky Managing Director
Chris Mitseff Managing Director, Compliance
Jordan Rothberg Managing Director
Michael Purce Managing Director
Christopher Colon Information Systems Manager
Stuart Gallin Director
Caitlin Nugent Senior Associate
Requires/Intent and 5 more Employees
Sales
Hedge Fund Strategies
Public Relations
Institutional Asset Management
Tax Optimization For Investments
and more

5. Hbk Capital Management

Industry: Investment Management

Location: Dallas, Texas

Website: hbk.com

Company Founded: 1991

Company Size: 201-500

Company Address: 2300 North Field Street, Dallas, Texas, United States

Hbk Capital Management Contact Details

Name Title LinkedIn Phone Email
Collis Boyce Portfolio Manager And Analyst
Sharon Zhang Analyst
Wei Li Quantitative Researcher
Ken Wong Support Engineer
Thomas Kim Event-driven Equities
Ira Pfeifer Software Engineering Manager
James Barry Data System Engineer
Requires/Intent and 5 more Employees
AI
Smart Contracts For Investment
Digital Marketing
Global Market Trend Analysis
Predictive Analytics
and more

6. Fifth Partners

Industry: Investment Management

Location: Dallas, Texas

Website: fifthpartners.com

Company Size: 11-50

Company Address: 16400 Dallas Parkway, Dallas, Texas, United States

Fifth Partners Contact Details

Name Title LinkedIn Phone Email
Sarah Lyman Tactical Operations Analyst
Chase Simonsen Technology And Operations Analyst
Joanie Lindsey Executive Administrator
Avery Robbins Analyst Intern
Cole Gunderson Business Development Manager
Tyler Bate Account Manager
Brett Tittle Inside Sales Representative
Requires/Intent and 5 more Employees
High-Frequency Trading Solutions
SEO
HR & Payroll Services
Hedge Fund Strategies
and more

7. Solovis, Inc.

Industry: Investment Management

Location: Dallas, Texas

Company Founded: 2013

Company Size: 51-200

Company Address: 701 Commerce Street, Dallas, Texas, United States

Solovis, Inc. Contact Details

Name Title LinkedIn Phone Email
Benjamin Page-fort Svp, Head Of Sales
Bob Myers Svp, Product Management
Alison Cooley Senior Marketing Manager
Nicholas Williams Director Of Development, Product Development
Michael Graf Principal Architect
Edward Martin Data Analysis Manager
James Burke Svp, Client Success
Requires/Intent and 7 more Employees
Smart Contracts For Investment
Software Development
and more

8. Crow Holdings

Industry: Investment Management

Location: Dallas, Texas

Company Founded: 1992

Company Size: 11-50

Company Address: 3819 Maple Avenue, Dallas, Texas, United States

Crow Holdings Contact Details

Name Title LinkedIn Phone Email
Bryan Casey Finance Manager
Will Cronin Associate
Will Cronin Associate
Ibrahim Mozawalla Summer Analyst
Requires/Intent
M&A Advisory
IPO Advisory
Sales
Tax Optimization For Investments
and more

9. Cloverdale Capital Management

Industry: Investment Management

Location: Dallas, Texas

Website: cloverdalecapital.com

Company Founded: 2014

Company Size: 1-10

Company Address: 2651 North Harwood Street, Dallas, Texas, United States

Cloverdale Capital Management Contact Details

Name Title LinkedIn Phone Email
Jonathan Gattman Founder And Portfolio Manager
Mae Cillard Administrator Assistant
Requires/Intent
Risk Management & Compliance
Digital Marketing
and more

10. Westwood Holdings Group, Inc.

Industry: Investment Management

Location: Dallas, Texas

Website: westwoodgroup.com

Company Founded: 1983

Company Size: 51-200

Company Address: 200 Crescent Court, Dallas, Texas, United States

Westwood Holdings Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Kevin Tully Regional Vice President
Kevin Tully Regional Vice President
Requires/Intent
IPO Advisory
Financial Due Diligence
and more

11. Highland Capital Management, L.p.

Industry: Investment Management

Location: Dallas, Texas

Website: hcmlp.com

Company Founded: 1993

Company Size: 201-500

Company Address: 300 Crescent Court, Dallas, Texas, United States

Highland Capital Management, L.p. Contact Details

Name Title LinkedIn Phone Email
Jed Miller Senior Portfolio Manager And Director
David Simek Senior Advisor
Matthew Zanotti Co-founder And Chief Financial Officer
Richard Martino Director
Fantasia Devone Student Nurse
Fantasia Devone Student Nurse
Requires/Intent
Technology
CRM Systems
and more

12. Newstone Capital Partners, Llc

Industry: Investment Management

Location: Dallas, Texas

Website: newstonecapital.com

Company Size: 11-50

Company Address: 3963 Maple Avenue, Dallas, Texas, United States

Newstone Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Karthik Munugala Associate
Requires/Intent
ESG Investing & Impact Analysis
Private Wealth Management
Cloud Solutions
Data Security
and more

13. Renovo Capital, Llc

Industry: Investment Management

Location: Dallas, Texas

Website: renovocapital.com

Company Founded: 2009

Company Size: 1-10

Company Address: 14241 Dallas Parkway, Dallas, Texas, United States

Renovo Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Eryn Tvete Office Coordinator
Erik Wikstrom Operating Partner
Pat Pulles Manager
Requires/Intent
Software Development
Mobile App Development
Private Wealth Management
and more

14. Investres

Industry: Investment Management

Location: Dallas, Texas

Website: investres.com

Company Founded: 2011

Company Size: 201-500

Company Address: 4514 Cole Avenue, Dallas, Texas, United States

Investres Contact Details

Name Title LinkedIn Phone Email
Melanie Toquica Operations Project Manager
Melanie Toquica Operations Project Manager
Requires/Intent
ESG Investing & Impact Analysis
Alternative Investment Consulting
Public Relations
Digital Marketing
Accounting
and more

15. Usa Mutuals | Usa Mutuals Advisors, Inc.

Industry: Investment Management

Location: Dallas, Texas

Website: usamutuals.com

Company Founded: 2002

Company Size: 1-10

Company Address: 700 North Pearl Street, Dallas, Texas, United States

Usa Mutuals | Usa Mutuals Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Nick Glocke Chief Operating Officer
Lucas Gray Manager
Chantz Kwapick Internal Wholesaler
Requires/Intent
IoT
IPO Advisory
Risk Management & Compliance
High-Frequency Trading Solutions
HR & Payroll Services
and more

16. Trive Capital

Industry: Investment Management

Location: Dallas, Texas

Website: trivecapital.com

Company Founded: 2012

Company Size: 11-50

Company Address: 2021 Mckinney Avenue, Dallas, Texas, United States

Trive Capital Contact Details

Name Title LinkedIn Phone Email
Kevin Kastholm Private Equity Summer Analyst
Linden Olness Private Equity Summer Analyst
Requires/Intent
Data Security
ERP Solutions
and more

17. True North Advisors

Industry: Investment Management

Location: Dallas, Texas

Website: truenorthadvisors.com

Company Founded: 2000

Company Size: 11-50

Company Address: 3131 Turtle Creek Boulevard, Dallas, Texas, United States

True North Advisors Contact Details

Name Title LinkedIn Phone Email
Juliette Sykes Financial Planner
Frankie Butler Managing Partner
Brooke Sizemore Executive Assistant
Requires/Intent
Technology
Digital Asset & Cryptocurrency Investment
Hedge Fund Strategies
and more

18. Wingate Partners

Industry: Investment Management

Location: Dallas, Texas

Website: wingatepartners.com

Company Founded: 1987

Company Size: 11-50

Company Address: 750 North Street, Dallas, Texas, United States

Wingate Partners Contact Details

Name Title LinkedIn Phone Email
Coleen Mcmahon Founder And President
Requires/Intent
Predictive Analytics
M&A Advisory
and more

19. Frontier Investment Management Co.

Industry: Investment Management

Location: Dallas, Texas

Website: frontierinvest.com

Company Founded: 1994

Company Size: 11-50

Company Address: 8401 North Central Expressway, Dallas, Texas, United States

Frontier Investment Management Co. Contact Details

Name Title LinkedIn Phone Email
Bruce Kendrick Director
Steve Brewer Maintenance Manager
Anvil Cilia Lending And Fund Advisor
Requires/Intent
Customer Relationship Management
Investor Relations & Reporting
Data Security
ESG Investing & Impact Analysis
High-Frequency Trading Solutions
and more

20. Regan Capital, Llc

Industry: Investment Management

Location: Dallas, Texas

Company Founded: 2011

Company Size: 11-50

Company Address: 8350 North Central Expressway, Dallas, Texas, United States

Regan Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Joe Fojtasek Vice President, Investor Relations
Requires/Intent
Mobile App Development
Advertising
Private Wealth Management
Web Development
IT Support
and more

21. Cresta Fund Management

Industry: Investment Management

Location: Dallas, Texas

Website: crestafunds.com

Company Founded: 2017

Company Size: 11-50

Company Address: 2950 North Harwood Street, Dallas, Texas, United States

Cresta Fund Management Contact Details

Name Title LinkedIn Phone Email
Wesley Brown Vice President
Requires/Intent
Smart Contracts For Investment
M&A Advisory
and more

22. Kingstone Financial

Industry: Investment Management

Location: Dallas, Texas

Website: kingstonecp.com

Company Founded: 2014

Company Size: 11-50

Company Address: 2911 Turtle Creek Boulevard, Dallas, Texas, United States

Kingstone Financial Contact Details

Name Title LinkedIn Phone Email
Sean Carter Director Of Financial Planning, Investment Advisor Representative
Requires/Intent
HR & Payroll Services
AI
Sales
and more

23. Cd Wealth Management

Industry: Investment Management

Location: Dallas, Texas

Website: cdwealth.com

Company Founded: 2014

Company Size: 1-10

Company Address: 16400 Dallas Parkway, Dallas, Texas, United States

Cd Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jacob Perry Director
Requires/Intent
Advertising
IoT
Tax Optimization For Investments
CRM Systems
Web Development
and more

24. Concord Capital Partners

Industry: Investment Management

Location: Dallas, Texas

Website: concordcapitalpartners.com

Company Founded: 2015

Company Size: 1-10

Company Address: 3131 Turtle Creek, Dallas, Texas, United States

Concord Capital Partners Contact Details

Name Title LinkedIn Phone Email
Ashby Boyle General Counsel
Ashby Jd(columbi General Counsel And Senior Vice President
Requires/Intent
Market Research
Accounting
and more

25. Universal Financial Group

Industry: Investment Management

Location: Dallas, Texas

Website: universalfg.com

Company Founded: 1987

Company Size: 11-50

Company Address: 14241 Dallas Parkway, Dallas, Texas, United States

Universal Financial Group Contact Details

Name Title LinkedIn Phone Email
Larry Lock President At Universal Financial Group
Requires/Intent
Data Security
Smart Contracts For Investment
Investor Relations & Reporting
and more

26. Elm Park Capital Management

Industry: Investment Management

Location: Dallas, Texas

Website: elmparkcap.com

Company Founded: 2010

Company Size: 11-50

Elm Park Capital Management Contact Details

Name Title LinkedIn Phone Email
Tiffany Ge Associate
Requires/Intent
High-Frequency Trading Solutions
Web Development
and more

27. Satori Capital

Industry: Investment Management

Location: Dallas, Texas

Website: satoricapital.com

Company Founded: 2008

Company Size: 11-50

Company Address: 2501 North Harwood Street, Dallas, Texas, United States

Satori Capital Contact Details

Name Title LinkedIn Phone Email
Emily Crooks Executive Assistant
Requires/Intent
M&A Advisory
AI-Powered Financial Forecasting
and more

28. Pharos Capital Group

Industry: Investment Management

Location: Dallas, Texas

Website: pharosfunds.com

Company Founded: 1998

Company Size: 11-50

Company Address: 3889 Maple Avenue, Dallas, Texas, United States

Pharos Capital Group Contact Details

Name Title LinkedIn Phone Email
Nicholas Delaney Private Equity Analyst Intern
Joel Goldberg Partner
Requires/Intent
ESG Investing & Impact Analysis
Private Wealth Management
and more

29. Uptown Realtors

Industry: Investment Management

Location: Dallas, Texas

Website: uptownrealtors.net

Company Size: 1-10

Company Address: 900 North Zang Boulevard, Dallas, Texas, United States

Uptown Realtors Contact Details

Name Title LinkedIn Phone Email
Donna Glidden Realtor
Requires/Intent
IPO Advisory
Cloud Hosting
and more

30. Westwood Holdings Group, Inc.

Industry: Investment Management

Location: Dallas, Texas

Company Founded: 1983

Company Size: 1-10

Company Address: 200 Crescent Court, Dallas, Texas, United States

Westwood Holdings Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Sue Burkhard Vice President - Client Service
Requires/Intent
Digital Asset & Cryptocurrency Investment
FinTech Solutions For Investment Firms
Market Research
Compliance & Risk Management
and more

31. Crow Holdings Capital

Industry: Investment Management

Location: Dallas, Texas

Website: crowholdingscapital.com

Company Founded: 2011

Company Size: 51-200

Company Address: 3819 Maple Avenue, Dallas, Texas, United States

Crow Holdings Capital Contact Details

Name Title LinkedIn Phone Email
Cole Murphy Intern
Requires/Intent
SEO
IT Support
Accounting
Mobile App Development
E-commerce Integration
and more

32. Chapwood Investments, Llc

Industry: Investment Management

Location: Dallas, Texas

Website: chapwoodinvestments.com

Company Size: 1-10

Company Address: 15455 North Dallas Parkway, Dallas, Texas, United States

Chapwood Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Stacy Ramirs Agent : Wealth Management
Requires/Intent
Institutional Asset Management
Market Research
Robo-Advisors & AI Trading
Risk Management & Compliance
and more

33. Ed Jones

Industry: Investment Management

Location: Dallas, Texas

Company Size: 11-50

Company Address: P/o Box 9088, Dallas, Texas, United States

Ed Jones Contact Details

Name Title LinkedIn Phone Email
Jeanie Goocher Service Specialist
Ed Jones Accountant
Requires/Intent
FinTech Solutions For Investment Firms
Advertising
Technology
and more

34. The Rosewood Corporation

Industry: Investment Management

Location: Dallas, Texas

Website: rosewd.com

Company Founded: 1976

Company Size: 51-200

Company Address: 2101 Cedar Springs Road, Dallas, Texas, United States

The Rosewood Corporation Contact Details

Name Title LinkedIn Phone Email
William Entenman President At The Rosewood Corporation
Requires/Intent
AI
Advertising
Robo-Advisors & AI Trading
Software Development
Accounting
and more

35. Valesco Industries, Inc.

Industry: Investment Management

Location: Dallas, Texas

Website: valescoind.com

Company Founded: 1994

Company Size: 11-50

Company Address: 325 North Saint Paul, Dallas, Texas, United States

Valesco Industries, Inc. Contact Details

Name Title LinkedIn Phone Email
Scott Barker Machinist And Fab
Requires/Intent
Alternative Investment Consulting
Digital Asset & Cryptocurrency Investment
Business Expansion
Smart Contracts For Investment
and more

36. Sunrise Management Llc

Industry: Investment Management

Location: Dallas, Texas

Company Size: 1-10

Company Address: 9114 Chapel Valley Road, Dallas, Texas, United States

Sunrise Management Llc Contact Details

Name Title LinkedIn Phone Email
Charlene Durgin Property Management Assistant
Requires/Intent
Hedge Fund Strategies
M&A Advisory
Web Development
CRM Systems
and more

37. Nexpoint

Industry: Investment Management

Location: Dallas, Texas

Website: nexpointgroup.com

Company Size: 51-200

Company Address: 200 Crescent Court, Dallas, Texas, United States

Nexpoint Contact Details

Name Title LinkedIn Phone Email
Gaston Escudero Regional Sales Director
Requires/Intent
Mobile App Development
ESG Investing & Impact Analysis
Cloud Hosting
Digital Asset & Cryptocurrency Investment
and more

38. Waller Enterprises

Industry: Investment Management

Location: Dallas, Texas

Website: wallerenterprises.com

Company Size: 1-10

Company Address: 1310 Stemmons Avenue, Dallas, Texas, United States

Waller Enterprises Contact Details

Name Title LinkedIn Phone Email
Keiara Jones Child Care
Requires/Intent
Cloud Hosting
Sales
Software Development
Web Development
and more

39. Robo Global

Industry: Investment Management

Location: Dallas, Texas

Website: roboglobal.com

Company Founded: 2013

Company Size: 11-50

Company Address: 2021 Mckinney Avenue, Dallas, Texas, United States

Robo Global Contact Details

Name Title LinkedIn Phone Email
Pranav Muharram Software Test Engineer
Requires/Intent
Financial Due Diligence
Advertising
Digital Asset & Cryptocurrency Investment
and more

40. Bhms

Industry: Investment Management

Location: Dallas, Texas

Website: barrowhanley.com

Company Founded: 1979

Company Size: 51-200

Company Address: 2200 Ross Avenue, Dallas, Texas, United States

Bhms Contact Details

Name Title LinkedIn Phone Email
Rena Anderson 6 La And Ss
Requires/Intent
Software Development
Technology
IT Support
Cloud Solutions
Portfolio Management Solutions
and more

41. Spqr Ventures

Industry: Investment Management

Location: Dallas, Texas

Website: spqr.biz

Company Founded: 2016

Company Size: 1-10

Company Address: 3131 Mckinney Avenue, Dallas, Texas, United States

Spqr Ventures Contact Details

Name Title LinkedIn Phone Email
Robert Worick Abiter
Requires/Intent
Market Research
Tax Optimization For Investments
and more
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Dallas Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Christie Hibbard Stronghold Resource Partners Operations Data Coordinator
2 Wil Warren Stronghold Resource Partners Vice President Operations
3 Mark Smith Stronghold Resource Partners Vice President - Land And Business Development
4 Tim Newville Stronghold Resource Partners Senior Executive Technical Advisor
5 Jay Evans Stronghold Resource Partners Vice President - Land
6 Matthew Silver Stronghold Resource Partners Finance Associate
7 Matt Thompson Stronghold Resource Partners Partner-general Counsel
8 Aleyona Starr Mcl Running
9 Michael Monroe Mcl Head Of Operations
10 Adam Steinberg Mcl Analyst, Media And Telecommunications
11 Deep Dheri Mcl Analyst
12 Anand Krishnamurthy Mcl Sector Head - Financials
13 Jeffrey Holycross Mcl Senior Analyst
14 Peter Hadingham Mcl Treasury
15 Jenniffer Daigle Gwg Holdings, Inc. Senior Vice President Business Development
16 Ted Breen Gwg Holdings, Inc. Regional Vice President
17 Matt Meyer Gwg Holdings, Inc. Vice President Of Investments And Sales Operations
18 Michele Drummond Gwg Holdings, Inc. Vice President - National Accounts
19 Barbara Silvermann Gwg Holdings, Inc. Chief Of Staff
20 Matthew Paine Gwg Holdings, Inc. Senior Manager
21 Peter Anderson Gwg Holdings, Inc. Vice President Sales
22 Steven Kansky Blue River Partners, Llc Managing Director
23 Chris Mitseff Blue River Partners, Llc Managing Director, Compliance
24 Jordan Rothberg Blue River Partners, Llc Managing Director
25 Michael Purce Blue River Partners, Llc Managing Director
26 Christopher Colon Blue River Partners, Llc Information Systems Manager
27 Stuart Gallin Blue River Partners, Llc Director
28 Caitlin Nugent Blue River Partners, Llc Senior Associate
29 Collis Boyce Hbk Capital Management Portfolio Manager And Analyst
30 Sharon Zhang Hbk Capital Management Analyst
31 Wei Li Hbk Capital Management Quantitative Researcher
32 Ken Wong Hbk Capital Management Support Engineer
33 Thomas Kim Hbk Capital Management Event-driven Equities
34 Ira Pfeifer Hbk Capital Management Software Engineering Manager
35 James Barry Hbk Capital Management Data System Engineer
36 Sarah Lyman Fifth Partners Tactical Operations Analyst
37 Chase Simonsen Fifth Partners Technology And Operations Analyst
38 Joanie Lindsey Fifth Partners Executive Administrator
39 Avery Robbins Fifth Partners Analyst Intern
40 Cole Gunderson Fifth Partners Business Development Manager

Investment Management companies in different cities of Texas

No. Industry Number of Contacts Download
1 Investment Management Companies in Houston 4704
2 Investment Management Companies in Austin 4200
3 Investment Management Companies in Irving 336
4 Investment Management Companies in San Antonio 1344