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Karen Herbst Tass

Garcia Hamilton & Associates LP

Houston, TX

CRD 6775732

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Employer firm

Garcia Hamilton & Associates LP CRD 108017

$24.9B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Garcia Hamilton & Associates Lp

5 Houston Center 1401 Mckinney St., Suite 1600, Houston, TX 77010-4037 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-17
TX RA APPROVED 2017-11-14
  • PA RA
    APPROVED
    Since 2025-01-17
  • TX RA
    APPROVED
    Since 2017-11-14

Branch Locations

5 Houston Center 1401 Mckinney St., Suite 1600, Houston, TX 77010-4037 • 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
OrganizationCityStateFromTo
Garcia Hamilton & Associates Lp Houston TX 06/2010 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Karen Elizabeth Herbst

View on SEC IAPD

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Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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