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ANNANDALE CAPITAL, LLC
CRD 136667 · SEC 801-64802
2626 COLE AVENUE, SUITE 700, DALLAS, TX, 75204, United States
Phone
214-523-5000
Fax
214-523-5029
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.55B
Discretionary AUM
$1.46B
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $13.1M |
| High net worth individuals | 165 | $1.09B |
| Pension/profit sharing plans | 2 | $7.9M |
| Charitable organizations | 14 | $32.5M |
| Insurance companies | 1 | $2.4M |
| Corporations/business entities | 3 | $407.4M |
States served
AZ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD