Csl Capital Management, L.P. (Houston)

Name: Csl Capital Management, L.P.
Address: 700 Louisiana Street, Houston, TX, 77002
Telephone: 281-407-0693

Csl Capital Management, L.P. is a large advisory firm based in Houston. It manages $1.05 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Connecticut and Texas.

Csl Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Csl Capital Management: assets under management

The assets under management (AUM) of Csl Capital Management, L.P. is $1.05 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and $315.47 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.05 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Csl Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Csl Capital Management serves?

The only and largest group of clients of Csl Capital Management is pooled investment vehicles with 10 clients and $1.05 billion of assets under management. Among the 10 most similar advisory firms, Csl Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.05 billion for 10 clients. 40% of the firm’s clients are foreign persons or businesses.

Csl Capital Management also advises several private funds. Namely, ten private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Csl Capital Management, L.P.

The company employs 16 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Syl Leykum	Managing member and ceo	1 May 2008	75% - 100%	2944847
Gerald Christopher Cimador	Cfo	1 May 2008	Other	6027688
Paul Kent Jamison	Cco	1 Mar 2016	Other	6628454
Llc Csl Cm Gp	General partner	1 Jan 2018	Other	428130366

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Charles Syl Leykum	Managing member	1 Jan 2018	75% - 100%	2944847

Based in Houston

The principal office where Csl Capital Management, L.P. performs its advisory services is located at 700 Louisiana Street, Houston, TX 77002, which is also the mailing address of the firm. An additional office of the firm is in Westport, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-407-0693. The normal business hours are 9:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at cslenergy.com/.