Smith Graham & Co Investment Advisors LP**
Legal Name: SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P.**
Full Contact Details
Smith Graham & Co Investment Advisors LP**
6900 JPMORGAN CHASE TOWER, 600 TRAVIS STREET, HOUSTON, TX
713-227-1100
713-227-0912
Other Info
Smith Graham & Co Investment Advisors LP, legally known as SMITH GRAHAM & CO INVESTMENT ADVISORS, L.P., is a Texas-based investment firm with 40 employees, including 18 in advisory roles. The number of clients served by the firm is unknown, but its last reported SEC status is Approved, with a registration date of March 29, 1990.
Investment Advisory | Equity Portfolio | Smith Graham Company Investment Advisors L.P.
Smith, Graham & Co. Investment Advisors, L.P. is an independent employee-owned SEC registered investment advisory firm that specializes in providing equity portfolio strategies to institutional clients.
Direct Owners
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BRIAN J TORTORELLA
MANAGING DIRECTOR, HEAD OF MORTGAGE AND REAL ESTATE DEBT owns less than 5%
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DONNA SIMS WILSON
PRESIDENT owns less than 5%
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GERALD BERNARD SMITH
CHIEF EXECUTIVE OFFICER owns less than 5%
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JAMIE GARLAND HOUSE
CHIEF OPERATING OFFICER owns less than 5%
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LORENZO NEWSOME
MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER - FIXED INCOME owns less than 5%
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MARK WELDON DUBE
CHIEF COMPLIANCE OFFICER owns less than 5%
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PETER ANDREW HEINE
MANAGING DIRECTOR, HEAD OF FIXED INCOME owns less than 5%
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SGC ADVISORS, INC. (FORMERLY SMITH GRAHAM HOUSE & CO.)
GENERAL PARTNER owns less than 5%
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SGC VENTURES, INC. A DELAWARE CORPORATION AND SUCCESSOR BY MERGER TO SMITH GRAHAM & CO., A TEXAS CORPORATION
LIMITED PARTNER owns 75% or more
Indirect Owners
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GERALD BERNARD SMITH
SHAREHOLDER IN SG owns more than 50% but less than 75%
Custodians
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JP MORGAN CHASE
United States -
WELLS FARGO BANK NA
United States
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