WJ
WJ

William Jaudes

10 Years of Experience
The Woodlands, TX

William Jaudes is a registered investment advisor at Ccmp Capital, based in The Woodlands, TX, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$532.3M average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)

CCMP Capital manages investments for pooled investment vehicles, not individual investors. Fees are negotiated at the time of fund formation and consist of a management fee (percentage of capital commitments or invested capital) and carried interest (percentage of the fund's return). Fees and terms may vary for CCMP Capital employees and certain other investors.

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Location

24 Waterway Ave, Suite 750, The Woodlands, TX, 77380

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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
Ccmp Capital
April 2015 - Present · 11 yrs 1 mo
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.
William Jaudes - Financial Advisor | TrueAdvisor