Condera Advisors, LLC (Houston)

Name: Condera Advisors, LLC
Address: 1330 Post Oak Blvd, Houston, TX, 77056 3309
Telephone: 713-574-1950

Condera Advisors, LLC is a large advisory firm based in Houston. It manages $167.53 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama and Texas.

Condera Advisors provides portfolio management for pooled investment vehicles, selection of other advisers, and discretionary and non-discretionary advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Condera Advisors: assets under management

The assets under management (AUM) of Condera Advisors, LLC is $167.53 million. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.93 million in discretionary accounts and $115.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.96 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.56 million.

Condera Advisors has custody of $51.93 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Condera Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Condera Advisors, LLC performs its advisory services is located at 1330 Post Oak Blvd, Houston, TX 77056 3309, 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 713-574-1950 or by fax 713-580-1820. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at uscallc.com.

Condera Advisors, LLC (Houston)

Condera Advisors: assets under management

Fees & Commissions

Based in Houston

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