Thomas Morton is a registered investment advisor at Aplomado Advisors, LLC, based in Dallas, TX, with 16 years of industry experience. Thomas 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 $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aplomado Advisors manages investments for private funds, charging a quarterly management fee of 0.375% of the fund's net assets (1.5% annually), paid in advance. They also receive a performance-based profit allocation. For managed accounts, they may charge an annual management fee of up to 1.5%, negotiable with each client. Clients also reimburse Aplomado for their share of investment-related expenses.
Location
3811 Turtle Creek Blvd, Suite 950, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a board member of Cuda Pharmaceuticals, LLC, a privately held generic pharmaceutical developer, since 2013. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Aplomado Advisors, LLC
Previous Registrations
Renner Capital Partners, LLC
Cpmg, INC.
Cardinal Public Market Group, L.P.
Cardinal Investment Company, INC.
State Registrations1 state
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