Cic Partners Management LLC

Cic Partners Management LLC (CRD# 158019) is a financial advisory firm headquartered in Dallas, TX. They manage $585,368,564 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3879 Maple Avenue, Suite 400, Dallas, TX 75219
https://www.linkedin.com/company/cic-partners/
By the Numbers
  • Total Assets Under Management
    585
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $195,122,855
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cic Partners Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Fouad Bashour, financial advisor Dallas TX
Fouad Z. Bashour
CRD#: 5932391
3879 Maple Avenue, Suite 400, Dallas, TX 75219

Fouad Bashour (CRD# 5932391) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

2
Marshall Payne, financial advisor Dallas TX
Marshall B. Payne
CRD#: 1176706
3879 Maple Avenue, Suite 400, Dallas, TX 75219

Marshall Payne (CRD# 1176706) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has over 40 years of experience in the finance industry.

3
Michael Rawlings, financial advisor Dallas TX
Michael S. Rawlings
CRD#: 5932409
3879 Maple Avenue, Suite 400, Dallas, TX 75219

Michael Rawlings (CRD# 5932409) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

4
Amir Yoffe, financial advisor Dallas TX
Amir (. Yoffe
CRD#: 3091588
3879 Maple Avenue, Suite 400, Dallas, TX 75219

Amir Yoffe (CRD# 3091588) is an Investment Advisor Representative working at Cic Partners Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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