9823 Capital, LP
9823 Capital, LP is an SEC-registered wealth manager in Dallas, TX with $677.1M assets under management (AUM, regulatory AUM), +5% over one year. See who owns 9823 Capital, LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324329, SEC 801-127155, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $677.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 6
- Clients
- 18
- CRD
- 324329
- Ownership
- 9823 MANAGEMENT, LLC; Reich, Brian, Lee; BAKER, DANA, BLAIR; ROOSSIEN, NICK, ROBERT; WHITE STAR MANAGEMENT, LLC
How much AUM does 9823 Capital, LP have?
9823 Capital, LP reported $677.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns 9823 Capital, LP?
Disclosed owners and executives of 9823 Capital, LP include 9823 MANAGEMENT, LLC, Reich, Brian, Lee, BAKER, DANA, BLAIR, ROOSSIEN, NICK, ROBERT, WHITE STAR MANAGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.