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Data / Investment advisers / Texas / CSL Capital Management, L.P.

CSL Capital Management, L.P., Houston, TX: $145 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

CSL Capital Management, L.P. is an SEC registered investment adviser with its main office in Houston, Texas and reports $145 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 7 private funds.

The request: Watch CSL Capital Management, L.P. (CRD number 158340): 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
158340
SEC file number
801-73935
SEC status
Approved, effective March 30, 2012
Main office
440 Louisiana Street Suite 1050, Houston, TX 77002
Phone
(281) 407-0693
Website
cslenergy.com
Regulatory AUM
$144,762,065 in the Form ADV filed March 27, 2026
Discretionary AUM
$144,762,065
Accounts
7
Employees
8, of which 4 give investment advice
Form of organization
Limited Partnership
Paid through
a percentage of assets under management, performance based fees
Private funds
7: 7 private equity funds
Gross assets of private funds
$144,762,065
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 27, 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 typeClientsAUM
Pooled investment vehicles7$144.8 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 ofAUMForm ADV filed
April 1, 2026$144.8 millionMarch 27, 2026
December 1, 2025$247.7 millionMarch 26, 2025

Other advisers in Houston

AdviserCityAUMPrivate fundsSource
Murray Investment Management, LLCHouston$159.1 millionNot listedadviserinfo.sec.gov
SallyportHouston$156.7 million1adviserinfo.sec.gov
Live Oak Wealth Advisory Group, LLCHouston$155.5 millionNot listedadviserinfo.sec.gov
Tectonic Capital Advisors, LLCHouston$154.4 millionNot listedadviserinfo.sec.gov
Stavis Wealth Transfer SolutionsHouston$148.1 millionNot listedadviserinfo.sec.gov
Shelter Wealth Strategies, LLCHouston$144.1 millionNot listedadviserinfo.sec.gov
Flagship Investment Management LLCHouston$140 million2adviserinfo.sec.gov
Alteris Capital Partners, LLCHouston$139.5 millionNot listedadviserinfo.sec.gov

Also on SpecStream

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.