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250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-08 |
Branch Locations
250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sendero Wealth Mgmt. Llc | San Antonio | TX | 03/2012 | 01/2025 |
| Sendero Wealth Management Llc | San Antonio | TX | 01/2025 | Present |
Name of Business - Causeway Trust Company; Investment related - yes; Address - 14414 Blanco Rd., Ste. 200, San Antonio, TX 78216; Nature of business - Family Office; Position/Title - Investment Committee Member; Start date of relationship - 1/1/2018; Approximate hours per month devoted to the other business - 1; Approximate hours per month devoted to the other business during trading hours - 0; Duties - Help investment committee and family members think about investment portfolio - work with existing investment consultant and board. Name of Business - Hart Interests, LP; Investment related - yes; Address - 250 W. Nottingham, Ste. 300, San Antonio, TX 78209; Nature of business - Family Partnership; Position/Title - Secretary; Start date of relationship - 1/1/2013; Approximate hours per month devoted to the other business - 2; Approximate hours per month devoted to the other business during trading hours - 0; Duties - Partnership holds liquid and liquid investments for family. Name of Business - EMMEGEN, LLC; Investment related - yes; Address - 2311 Woodmen Drive, San Antonio, TX 78209; Nature of business - Entity that will hold investments, primarily real property or private equity; Position/Title - Managing Member; Start date of relationship - 1/2/2020; Approximate hours per month devoted to the other business - 2; Approximate hours per month devoted to the other business during trading hours - 0; Duties - This will be a personal investment entity. It is a vehicle to hold personal private investments in to help with risk management. It will not interfere with my daily work or conflict with client activity. Name of Business - Causeway Advisory Group; Investment related - yes; Address - 2311 Woodmen Drive, San Antonio, TX 78209; Nature of business - Help with organizational decisions around the family office; complementary to existing roll on Investment Committee for Causeway Trust Company; Position/Title - Member of Management Committee; Start date of relationship - 1/1/2024; Approximate hours per month devoted to the other business - 1; Approximate hours per month devoted to the other business during trading hours - 1; Duties - Guidance and counsel to professional team of Causeway Advisor Group Family Office. Owner, Sendero Partners, LLC (parent company) as of 1/1/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-16 |
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