MK
MK

Mark Kaufman

30 Years of Experience
Houston, TX
1 Disclosure

Mark Kaufman is a registered investment advisor at Stanley Capital Management, LLC, based in Houston, TX, with 30 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $630M in assets under management.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$634.6M average
Assets Under Management
$634.6M

Fee Structure

Investment management only (planning not offered)

Stanley Capital manages a private fund, the Stanley Partners Fund. Stanley Capital does not charge the fund management fees. Stanley Partners GP is entitled to receive a performance allocation from the Stanley Partners Fund under certain circumstances. The Performance Allocation for the Stanley Partners Fund is 20%.

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Location

3200 Southwest Freeway, Suite 3140, Houston, TX, 77027

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History

Regulatory History (1)
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Regulatory
March 1994
Final
Other Business Activities

Mark is a co-managing member of Fridkin-Kaufman MGMT, LLC, the corporate general partner of Fridkin-Kaufman, LTD, since 1989. FK is an investment-related business investing in real estate, and Mark's duties are executive in nature.

Employment History
Current Registrations
Stanley Capital Management, LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Stanley Capital Management, LLC
March 2014 - February 2015 · 11 mos
Linscomb & Williams
June 2013 - February 2014 · 8 mos
Linscomb & Williams
April 1995 - December 2007 · 12 yrs 8 mos
Royal Alliance Associates, INC.Broker
July 1992 - February 1995 · 2 yrs 7 mos
Kavanaugh Securities, INC.Broker
December 1986 - July 1992 · 5 yrs 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Kaufman - Financial Advisor | TrueAdvisor