CRD: 131300
Texas Institutional Investment Management, LLC
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- Custodian
- Fidelity/NFS · Merrill Lynch · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-29-2004
- Office Locations
- 1
Office Locations
About Texas Institutional Investment Management, LLC
Texas Institutional Investment Management (TEXIIM) is an independent San Antonio-based investment manager founded in 2004 by institutional investors. The firm manages focused equity portfolios for plan sponsors, foundations, endowments and high-net-worth clients, using proprietary research and a stock-selection-driven, multi-disciplined process that blends technical and fundamental signals. Portfolios are primarily implemented with ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN PAUL ARNOLD
Co-Portfolio Manager, Portfolio Manager
- CRD
- #3069648
- Ownership
- 10% but less than 25%
ERIC MICHAEL EFRON
Co-Portfolio Manager, Portfolio Manager
- CRD
- #1011983
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,110,193 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,110,193 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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