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Ssr Capital Partners, LP (Dallas)


Ssr Capital Partners, LP is a large advisory firm based in Dallas. It manages $97.75 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

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Ssr Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ssr Capital Partners: assets under management

The assets under management (AUM) of Ssr Capital Partners, LP is $97.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $97.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.88 million each.
Ssr Capital Partners has custody of $291 in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ssr Capital Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Lee Gunlicks President 1 Feb 1996 75% - 100% 1677340
Founding Partners Capital Management Company General partner 1 Nov 1996 Other 111388
Receiver For Founding Partners Receiver 1 May 2009 75% - 100% 00-0000000

Based in Dallas

The principal office where Ssr Capital Partners, LP performs its advisory services is located at 4514 Cole Avenue, Dallas, TX 75205, 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 972-776-8000. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at www.ssrcm.com.


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