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COMMERCE STREET INVESTMENT MANAGEMENT
COMMERCE STREET INVESTMENT ADVISOR, LLC
CRD 144278 · SEC 801-68792
1445 ROSS AVENUE, SUITE 2700, DALLAS, TX, 75202, United States
Phone
214-545-6800
Fax
214-545-6855
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$891.3M
Discretionary AUM
$300.6M
Team
14 total employees; 10 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees; % OF ASSETS ON COMMITTED CAPITAL, % OF CLIENT INVESTABLE ASSETS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $3.1M |
| Pooled investment vehicles | 2 | $86.0M |
| Pension/profit sharing plans | 47 | $590.7M |
| Charitable organizations | 6 | $186.2M |
| Corporations/business entities | 2 | $22.8M |
States served
CA, CO, IL, LA, MA, MS, NE, NJ, NY, NC, OK, WY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD