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South Texas Money Management, Ltd.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 7, 2017
    • $3.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $1.0M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

27

name start date
Madelon Yanta Leone
February 2004
Christian George Ledoux
June 2013
Jeanie Wyatt
January 2001
Holly Virginia Moore
July 2006
Louisa Catharine Guthrie
October 2015

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jeanie Wyatt Chief Executive Officer/Chief Investment Officer/Limited Partner October, 2000 50% to 75%
    John Lance Lahourcade Managing Director/Limited Partner April, 2011 10% to 25%
    James Robert Kee President/Chief Economist/Limited Partner April, 2011 5% to 10%
    Louisa Catharine Guthrie Managing Director January, 2017 less than 5%
    Lisa Dawn Fox Managing Director/Limited Partner May, 2014 less than 5%
    Christina S Markell-Balleza Gen Counsel/Managing Director/Limited Partner September, 2011 less than 5%
    Spencer D Brown Chief Compliance Officer October, 2015 less than 5%
    Teri Michaelle Grubb Chief Operations Officer/Managing Director/ Limited Partner September, 2011 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees