Palmer Bradley Lummis

Employer firm

Lummis Asset Management, L.p. CRD 114357

$210M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Lummis Asset Management, L.P.

301 Commerce Street Suite 1900, Fort Worth, TX 76102 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2003-01-07

TX RA
APPROVED

Since 2003-01-07

Branch Locations

301 Commerce Street Suite 1900, Fort Worth, TX 76102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lummis Asset Management, L.P.	Fort Worth	TX	09/1998	Present
Lamco Capital, Llc	Fort Worth	TX	09/1998	Present

09/1998 → Present

Lummis Asset Management, L.P.

Fort Worth, TX
09/1998 → Present

Lamco Capital, Llc

Fort Worth, TX

Other Businesses

LAMCO Capital LLC The business is the general partner of Lummis Asset Managment LP. Other than serving as Lummis Asset Management, LP's general partner, LAMCO Capital is not engaged in any other investment activities.I am the President of the company.The address of the company is 301 Commerce, Suite 1380, Fort Worth, Texas 76102. I spend no time on the business. My relationship with the business began with its inception in September 1998. Lummis Family Partners, L.L.C. The company owns and manages a rural property in Live Oak County, Texas. I am the managing member. The company leases the property to a rancher for cattle grazing purposes. The company's address is 116 Rivercrest Drive, Fort Worth, Texas 76107. On average I spend two hours a month on the business, meeting with the rancher and inspecting the property. No time is spent on the business during trading hours. I have been involved with the business since its inception in January 2009. Frill Energy Partners The company owns oil and gas mineral interests and invests in energy related partnerships. I am a partner but have little to no investment responsibility as the properties are managed by a third party.The company's address is 1717 West Loop South, Suite 1900, Houston, Texas 77027.On average I spend less than one a hour a month on the business, primarily analyzing financial reports.No time is spent on the business during trading hours. I have been involved with the business since its inception in March 2007. WRL-FBL/Frill Investments The company is the general partner of Frill Investments, L.P. Other than serving as general partner, it has no other investment-related activities. The address of the business is 116 Rivercrest Drive, Fort Worth, Texas 76107.I serve as the President. I do not spend any time on business activities related to the company.I have been involved with the company since its inception in October 2000. Frill Investments, L.P. The company is a partnership that invests in private equity. The company also owns real estate. My title is Partner. I am also President of of WRL-FBL/Frill Investments, the general partner. The address of the company is 116 Rivercrest Drive, Fort Worth, Texas 76107. On average one hour a month is spent on business activities that primarily relate to the private equity. Half my time spent on the business occurs during trading hours. I have been involved with Frill Investments, L.P. since its inception in October 2000.