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9823 CAPITAL, LP
CRD 324329 · SEC 801-127155
200 CRESCENT COURT, SUITE 1450, DALLAS, TX, 75201, United States
Phone
214-849-5800
Fax
214-880-0082
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$677.1M
Discretionary AUM
$677.1M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $8.1M |
| Pooled investment vehicles | 5 | $668.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD