Sendero Wealth Management is an investment advisor in San Antonio with $3.93 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260347983
SEC advisor number
801-68572
FINRA CRD number
145594
AUM ?
$3.93 bn
(as of 10 May 23)
Accounts
1,517
(as of 10 May 23)
Employees
37
(17 investment advisory or research)
Office hours
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcmillian, Scott, Rogers | Chairman | 05/2007 | < 5% |
Sendero Partners, LLC | Sole Member | 08/2012 | > 75% |
Hart, Edward, Austin | President | 08/2017 | < 5% |
Crawford, Elizabeth, Flavin | Chief Executive Officer | 08/2017 | < 5% |
Craig, Kristina, Guder | CFO, COO | 03/2022 | < 5% |
Gerron, Julie, K | Chief Compliance Officer | 04/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22