Limestone Value Partners, LLC

Limestone Value Partners, LLC (CRD# 152510) is a financial advisory firm headquartered in Houston, TX. They manage $125,452,696 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $5,018,108
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Limestone Value Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas B. Dunn
CRD#: 2729956
7500 San Felipe, Suite 340, Houston, TX 77063
93
Wealthminder
score

Douglas Dunn (CRD# 2729956) is an Investment Advisor Representative working at Limestone Value Partners, LLC in Houston, TX and has over 19 years of experience in the finance industry.

2
Scott K. Rodgers
CRD#: 6469926
7500 San Felipe, Suite 340, Houston, TX 77063
88
Wealthminder
score

Scott Rodgers (CRD# 6469926) is an Investment Advisor Representative working at Limestone Value Partners, LLC in Houston, TX and has 1 year of experience in the finance industry.

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