STA Wealth Management is a fund manager in Houston with $2.60 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Streettalk Advisors, LLC
SEC CIK
IRS number
61667250
SEC advisor number
801-64386
FINRA CRD number
127186
AUM ?
$2.60 bn
(as of 19 Mar 21)
Accounts
4,711
(as of 19 Mar 21)
Employees
49
(26 investment advisory or research)
Address
STA Wealth Management
ONE CITYCENTRE, 800 TOWN & COUNTRY BLVD.
SUITE 410
HOUSTON
TX 77024
ONE CITYCENTRE, 800 TOWN & COUNTRY BLVD.
SUITE 410
HOUSTON
TX 77024
Office hours
Monday - Friday, 8:00A.M. TO 5:00P.M.
Phone
281-822-8800
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Smith, Michael, Anthony | Partner / President | 10/2002 | 25-50% |
Patterson, James, Luke | Partner /CEO / Chief Investment Officer | 09/2010 | 25-50% |
Edick, Hope, Marie | Chief Compliance Officer | 08/2011 | < 5% |
Yarber, Mary, Katherine | Chief Accounting Officer | 01/2018 | < 5% |
Atkinson, James, Allen | Partner / Chief Operating Officer | 02/2019 | 5-10% |
Snow, Preston, William | Partner / Executive Vice President | 01/2020 | 10-25% |
Covey, Bradley, Trent | Partner / Executive Vice President | 01/2020 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Sta Wealth Management, LLC | $2.60 bn | |
Sta Real Estate Fund 1, LP | $10.76 mm | Real Estate Fund |
the Streettalk Advisors Premier Fund LP | $2.45 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21