Hillcrest Asset Management is an investment advisor in Plano with $41.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
SEC advisor number
801-79552
FINRA CRD number
145078
AUM ?
$41.44 mm
(as of 6 Apr 22)
Accounts
56
(as of 6 Apr 22)
Employees
10
(5 investment advisory or research)
Address
Hillcrest Asset Management
2805 DALLAS PARKWAY
SUITE 250
PLANO
TX 75093
2805 DALLAS PARKWAY
SUITE 250
PLANO
TX 75093
Office hours
Monday - Friday, 8:30 - 5:00
Phone
469-666-6455
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bruce, Brian | Chief Executive Officer | 07/2007 | 25-50% |
Trask, Deborah, Ann | Chief Compliance Officer | 07/2007 | < 5% |
Stark, Douglas, Evan | Managing Director | 01/2008 | 5-10% |
Troegle, Brandon, Lance | Managing Director | 07/2007 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21
13F-HR
Quarterly holdings report by institutional manager
18 Aug 21
13F-HR
Quarterly holdings report by institutional manager
20 May 21
13F-HR
Quarterly holdings report by institutional manager
2 Mar 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
1 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
29 Oct 19