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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- FoundationFrontier +more
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
About Durable Dividend Growth Strategies, L.p.
Durable Dividend Growth Strategies, L.P. is a Texas-based investment manager focused on research-driven equity strategies developed over nearly 30 years in a family-office setting. The firm emphasizes prudent, sustainable equity investing with an institutional-quality process and client service, typically implementing equity exposure through ETF-based SMAs custodied at Fidelity/NFS or Interactive Brokers.
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Owner & Executives
STEPHEN PAUL LACK
Manager, Partner
- CRD
- #1578439
- Ownership
- 50% but less than 75%
WESLEY JOSEPH KUBESCH
Partner, PORTFOLIO MANAGER
- CRD
- #4590177
- Ownership
- Less than 5%
Insight prime
Fusion bridge quantum
- CRD
- #56390
- Ownership
- 23.0%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,691,374 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,691,374 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,691,374
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,237,790,744 | 42.8% |
| Cash | $1,654,243,704 | 57.2% |
| Total | $2,892,034,448 | 100.0% |