Data / Investment advisers / Texas / Commerce Street Investment Management
Commerce Street Investment Management, Dallas, TX: $891 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Commerce Street Investment Management is an SEC registered investment adviser with its main office in Dallas, Texas and reports $891 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include pension and profit sharing plans, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 2 private funds.
The request: Watch Commerce Street Investment Management (CRD number 144278): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 144278
- SEC file number
- 801-68792
- SEC status
- Approved, effective January 22, 2008
- Legal name
- Commerce Street Investment Advisor, LLC
- Main office
- 1445 Ross Avenue, Suite 2700, Dallas, TX 75202
- Phone
- (214) 545-6800
- Website
- commercestreetholdings.com
- Regulatory AUM
- $891,286,277 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $300,591,957
- Non discretionary AUM
- $590,694,320
- Accounts
- 64
- Employees
- 14, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $85,956,313
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 47 | $590.7 million |
| Charitable organizations | 6 | $186.2 million |
| Pooled investment vehicles | 2 | $86 million |
| Corporations or other businesses | 2 | $22.8 million |
| High net worth individuals | 5 | $3.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $891.3 million | March 31, 2026 |
| December 1, 2025 | $876.5 million | October 2, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Petrocap, LLC | Dallas | $949.1 million | 7 | adviserinfo.sec.gov |
| Vaquero Private Wealth, LTD. | Dallas | $928.9 million | Not listed | adviserinfo.sec.gov |
| Braemont Capital | Dallas | $913 million | 7 | adviserinfo.sec.gov |
| Brookmont Capital Management | Dallas | $910.5 million | Not listed | adviserinfo.sec.gov |
| Riata Capital Group, LLC | Dallas | $901.1 million | 15 | adviserinfo.sec.gov |
| Lwo LLC | Dallas | $890.8 million | 6 | adviserinfo.sec.gov |
| Bluescape Energy Partners LLC | Dallas | $890.4 million | 6 | adviserinfo.sec.gov |
| Strata Wealth Advisors, LLC | Dallas | $886.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Advisers that manage private funds
- Commerce Street Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.