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Your Advocates

Your Advocates is a fund manager in Houston with $346.11M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203749192
SEC advisor number
801-65283
FINRA CRD number
138612
AUM ?
$346.11M (as of 25 Mar 22)
Accounts
972 (as of 25 Mar 22)
Employees
8 (4 investment advisory or research)
Address
Your Advocates
920 MEMORIAL CITY WAY
SUITE 250
HOUSTON
TX 77024
Office hours
Monday - Friday, 8:30 A.M. - 5 P.M.
Phone
7138278014

Ownership

Owner Title From %Ownership
Palmer, Paul, Edwin Principal 10/2005 25-50%
Box, Kurt, Louis Principal 10/2005 10-25%
Your Advocates Management, Inc. General Partner 10/2005 < 5%
Palmer, Paul, Edwin Principal 10/2005 25-50%
Campbell, Coleman, Edward Principal 05/2012 25-50%
Box, Kurt, Louis Principal 03/2016 25-50%
Campbell, Coleman, Edward Principal 03/2016 25-50%
Banks, Anna Rogge Chief Compliance Officer 03/2017 < 5%

Ownership

Fund structure AUM Fund type
the Advocates $346.11M
Sotex Housing, LP $1.31M Private Equity Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 187 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$86.01M 2.32M 2.06M +12.5
$41.85M 439.33K 423.17K +3.8
$13.32M 173.44K 170.25K +1.9
$11.85M 70.36K 74.52K -5.6
$3.38M 33.18K 5.91K +461.8
$2.21M 74.9K 20.54K +264.6
$1.55M 67.36K 67.36K 0
$1.01M 11.84K 12.29K -3.6
$867K 6.34K 6.27K +1.0
$862K 2.29K 2.1K +8.8
$581K 25.09K 4.74K +429.5
$574K 16.04K 21.07K -23.9
$503K 20.65K 20.3K +1.8
$395K 6.05K NEW
$284K 3.46K 4.08K -15.1
$263K 7.68K 7.27K +5.6
$191K 6.26K 10.68K -41.4
$183K 7.65K 8.25K -7.2
$180K 350 350 0
$152K 592 592 0
$145K 16.49K 16.49K 0
RBB Fund Inc Motley Fool Global Opportunity
$141K 6.12K NEW
$140K 2.23K 258 +765.5
$126K 2.97K 4.77K -37.7
$115K 2.39K NEW
$114K 3.47K 3.47K 0
$100K 2.7K 1.77K +52.5
$87K 2.18K 516 +323.1
$85K 800 32 +2400.0
$82K 300 300 0
$78K 25.11K 25.11K 0
$75K 331 331 0
$70K 914 914 0
$69K 3.7K 4.2K -11.9
$68K 1.51K 1.67K -9.8
$65K 719 709 +1.4
$63.38K 1.7K 172 +890.1
$63K 300 300 0
$51K 400 400 0
$50K 3K 3K 0
$40K 146 146 0
$37K 786 830 -5.3
$35K 296 296 0
$35K 74 74 0
$35K 1K 903 +11.1
$33K 772 837 -7.8
$22K 621 595 +4.4
$22K 151 151 0
$20K 2.35K 300 +683.3
$20K 200 200 0
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings