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Coleman River Capital, LLC (Dallas)


Coleman River Capital, LLC is an adviser based in Dallas. It manages $19.41 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.




Coleman River Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coleman River Capital: assets under management

The assets under management (AUM) of Coleman River Capital, LLC is $19.41 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.28 million in discretionary accounts and $133.1 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $428.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $44.37 thousand.
Coleman River Capital has custody of $628.55 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coleman River Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Priscilla Fullerton Browne Manager of ahmwr llc (general partner of ahmwr, l.p.); limited partner ahmwr, l.p. 1 Aug 2003 75% - 100% 4710992

Based in Dallas

The principal office where Coleman River Capital, LLC performs its advisory services is located at 4435 Southern Avenue, Dallas, TX 75205 2622, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-522-7843 or by fax 214-520-7803. The normal business hours are 8:00 a.m. - 5:00 p.m. c.s.t. on Monday - Friday.


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