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Srp Investment Management LP (Addison)


Srp Investment Management LP is a large advisory firm based in Addison. It manages $30 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2008.

Srp Investment Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Srp Investment Management: assets under management

The assets under management (AUM) of Srp Investment Management LP is $30 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Srp Investment Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Addison

The principal office where Srp Investment Management LP performs its advisory services is located at 15601 Dallas Pkwy, Addison, TX 75001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-361-5004 or by fax 972-361-5946. The normal business hours are 8-6 pm on Monday - Friday.


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