Bruce Winson is a CFA-designated registered investment advisor at Anson Funds Management LP, based in Dallas, TX, with 23 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 6 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee is generally 2.0% annually, calculated and payable quarterly in advance. Clients also pay a 20% annual performance allocation based on net profits subject to a high-water mark.
Fee Estimator
Location
5420 Lbj Freeway, Suite 550, Dallas, TX, 75240
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Anson Funds Management LP
Previous Registrations
Cabadonga Ventures LP
State Registrations1 state
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
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