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4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-11-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Per Stirling Capital Management, Llc | Austin | TX | 12/2009 | Present |
1) RJ BEE CAVES, LLC - NOT-INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746; NATURE: COMMERCIAL REAL ESTATE; POSITION: MANAGING MEMBER; START DATE: 03/2013; NUMBER OF HOURS: 3 HOURS/MONTH DURING NON-TRADING HOURS. 2) SS OVERLOOK - NON-INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746; NATURE; COMMERCIAL REAL ESTATE; POSITION: ORGANIZER AND MANAGER; START DATE: 11/2016; NUMBER OF HOURS: 3 HOURS/MONTH DURING NON-TRADING HOURS. 3) PER STIRLING GROUP, LLC - NON-INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746, NATURE: ENTITY USED FOR PAYING THE OPERATIONAL EXPENSES OF PER STIRLING CAPITAL MANAGEMENT, LLC; POSITION: MANAGING MEMBER; START DATE: 09/2011; NUMBER OF HOURS: 3 HOURS/MONTH DURING NON TRADING HOURS. 4) PER STIRLING PRIVATE WEALTH - INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746; NATURE: DBA OF PER STIRLING CAPITAL MANAGEMENT, LLC; POSITION: MANAGING MEMBER; STATE DATE: 3/2023; NUMBER OF HOURS PER MONTH: 20 TOTAL WITH 15 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-25 |
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