Investment adviser · CRD 150313
SAMSON CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
LEAWOOD, KS, United States · Form ADV filed May 24, 2019
- Regulatory AUM
- $90.8M Form ADV · Item 5.F
- Client accounts
- 48 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Corporations & businesses | 6 | $68,990,527 | 76.0% |
| High-net-worth individuals | 28 | $20,025,444 | 22.0% |
| Individuals | 13 | $1,618,221 | 1.8% |
| Charities | 1 | $198,483 | 0.2% |
Filing source
Form ADV 1325320 · May 24, 2019 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 24, 2019. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
10601 MISSION ROAD, SUITE 350LEAWOOD, KS, 66206, United States
CRD 150313
Filing source
Form ADV 1325320 · May 24, 2019 · 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.