Investment adviser · CRD 283107
REQUISITE CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $2.43B Form ADV · Item 5.F
- Client accounts
- 934 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 191 | $1,812,793,150 | 74.7% |
| Charities | 11 | $233,555,376 | 9.6% |
| Corporations & businesses | Fewer than 5 | $190,880,975 | 7.9% |
| Pooled investment vehicles | 2 | $134,931,287 | 5.6% |
| Insurance companies | Fewer than 5 | $44,057,424 | 1.8% |
| Individuals | 27 | $9,814,208 | 0.4% |
Filing source
Form ADV 2083833 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MARBLE CAPITAL FUND IV CREDIT FACILITY, LLCOther Private Fund · Last reported Mar 31, 2026$80.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, L.L.P.
PCAOB 410
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-6095402520
- Reported beneficial owners
- 69
- Minimum commitment
- $250K
Form ADV 2083833 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
REQUISITE ENERGY FUND I LPPrivate Equity Fund · Last reported Jun 30, 2020$15.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BKD, LLP
PCAOB 686
Fund details & source
- Fund ID
- 805-6933298259
- Reported beneficial owners
- 18
- Minimum commitment
- $250K
Form ADV 1441858 · Jun 30, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
4001 MAPLE AVENUE, SUITE 290DALLAS, TX, 75219, United States
CRD 283107
Filing source
Form ADV 2083833 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.