Data / Investment advisers / Texas / CSR Capital
CSR Capital, Dallas, TX: $269 million AUM, SEC registered investment adviser
CSR Capital is an SEC registered investment adviser with its main office in Dallas, Texas and reports $269 million in regulatory assets under management in its Form ADV filed July 28, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 335906
- SEC file number
- 801-136853
- SEC status
- Approved, effective August 5, 2026
- Legal name
- CSR Capital Partners, LLC
- Main office
- 8333 Douglas Avenue Suite 1650, Dallas, TX 75225
- Phone
- (214) 380-4149
- Regulatory AUM
- $268,700,000 in the Form ADV filed July 28, 2026
- Discretionary AUM
- $268,700,000
- Accounts
- 1
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 real estate fund
- Gross assets of private funds
- $60,800,000
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 28, 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 |
|---|---|---|
| Pooled investment vehicles | 1 | $268.7 million |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Worth Asset Management | Dallas | $288.2 million | Not listed | adviserinfo.sec.gov |
| Lexington Hill Partners, LLC | Dallas | $278.4 million | Not listed | adviserinfo.sec.gov |
| Johkim Capital Partners Management LLC | Dallas | $277 million | 1 | adviserinfo.sec.gov |
| Roserock Wealth Management, LLC | Dallas | $275 million | Not listed | adviserinfo.sec.gov |
| Tillridge Global Agribusiness Partners | Dallas | $270 million | 1 | adviserinfo.sec.gov |
| Wisniewski Wealth Management | Dallas | $266.1 million | Not listed | adviserinfo.sec.gov |
| Grey Rock Energy Management, LLC | Dallas | $259.9 million | 3 | adviserinfo.sec.gov |
| Hep Partners LLC | Dallas | $257.9 million | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- CSR Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.