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Carl Tricoli

10 Years of Experience
Houston, TX

Carl Tricoli is a registered investment advisor at Denham Capital Management LP, based in Houston, TX, with 10 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $5.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
13 clients
Average Client Portfolio
$440.4M average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Denham Capital Management LP advises private funds and separately managed accounts.

  • For private funds, Denham is compensated through a quarterly fee based on a percentage of the value of your portfolio, generally ranging from 1% to 2% per year. This fee is typically reduced after the fund's commitment period ends.
  • For separately managed accounts, Denham is compensated through an annual management fee and, in some cases, a structuring fee, both of which are negotiated separately for each account.
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Location

700 Louisiana Street, Suite 3700, Houston, TX, 77002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Denham Capital Management LP
May 2015 - Present · 11 yrs
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.
Carl Tricoli - Financial Advisor | TrueAdvisor