CRD: 144278
Commerce Street Investment Management
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- Custodian
- Fidelity/NFS · Great-West Trust · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Legacy deltaMomentum ridge +more
- Established Date
- 01-22-2008
- Office Locations
- 2
Office Locations
About Commerce Street Investment Management
Commerce Street Investment Management (Commerce Street Holdings) is a Dallas-based financial services advisor providing investment banking support to financial institutions and other middle-market organizations, including M&A, capital raising, valuations and fairness opinions, and regulatory/strategic planning. Its bank capital raising team brings 25+ years of experience serving community banks nationwide, and it also delivers 3(38) fiduciary retirement plan advisory for 401(k)/403(b)/457 plans.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM DUDLEY GROSS
Chairman
- CRD
- #1032405
- Ownership
- Less than 5%
BOBBY LEE HASHAWAY
Chief Compliance Officer, CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT
- CRD
- #5675925
- Ownership
- Less than 5%
Atlas quantum
Element pioneer
- CRD
- #26386
- Ownership
- 29.2%
Showing 2 of 4 owners & executives
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ANDUREA DAWN ALEXANDER
--
- CRD
- #4322618
CARLA JO BROOKS
Senior Managing Director
- CRD
- #4606569
Vertex insight
Harbor legacy
- CRD
- #74633
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,591,957 | $17,681,880 |
| Non-Discretionary | $590,694,320 | $12,567,964 |
| Total | $891,286,277 | $13,926,348 |
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Separately Managed Accounts
Total SMA Asset: $805,329,964
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,455,770,307 | 33.0% |
| Equity - Exchange | $870,682,200 | 11.7% |
| Other | $2,478,095,492 | 33.3% |
| Cash | $1,637,180,205 | 22.0% |
| Total | $7,441,728,204 | 100.0% |