Precept Management, LLC
Precept Management, LLC is an SEC-registered asset manager in Dallas, TX with $5.4M assets under management (AUM, regulatory AUM), -61% over one year. See who owns Precept Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114671, SEC 801-66256, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $5.4M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Dallas, TX
- Employees
- 3
- Clients
- 3
- CRD
- 114671
- Ownership
- BAKER, DANA, BLAIR; ROOSSIEN, NICK, ROBERT; PRECEPT MANAGEMENT, LLC; BATEMAN, JOHN, EARL
How much AUM does Precept Management, LLC have?
Precept Management, LLC reported $5.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Precept Management, LLC?
Disclosed owners and executives of Precept Management, LLC include BAKER, DANA, BLAIR, ROOSSIEN, NICK, ROBERT, PRECEPT MANAGEMENT, LLC, BATEMAN, JOHN, EARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.