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Palantir Capital Management, Ltd. (Houston)


Palantir Capital Management, Ltd. is a large advisory firm based in Houston. It manages $168.32 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

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Palantir Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Palantir Capital Management: assets under management

The assets under management (AUM) of Palantir Capital Management, Ltd. is $168.32 million. The firm's AUM has grown by 431% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.16 million in discretionary accounts and $124.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $324.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.03 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Palantir Capital Management, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Thomas Edwin Samuels Managing member 1 Mar 2004 75% - 100% 1147364

Based in Houston

The principal office where Palantir Capital Management, Ltd. performs its advisory services is located at 3200 Southwest Freeway, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-877-0200 or by fax 713-877-0201. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at palantirinvestments.com.


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