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South Texas Money Management

South Texas Money Management
2000 FOUNDED
M&A STATUS
51-60 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of asset, wealth and fund management services based in San Antonio, Texas. The company offers financial planning, research and portfolio management services to both institutional investors and retail clients.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Investment Banks
Primary Office
  • 700 North Saint Mary's
  • Suite 100
  • San Antonio, TX 78205
  • United States

+1 (210) 000-0000

South Texas Money Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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South Texas Money Management Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 00000000 08-Feb-2018 000000000000000000 Asset Management 000000 00000
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South Texas Money Management Subsidiaries (1)

Company Name Industry Location Founded
000000000 00000000 Asset Management Brenham, TX 0000
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South Texas Money Management Executive Team (5)

Name Title Board
Seat
Contact
Info
Christina Markell-Balleza Co-Chief Executive Officer
Teri Grubb Co-Chief Executive Officer
Marcy Barnett Chief Financial Officer
Christian Ledoux Chief Investment Officer, Senior Portfolio Manager & Director of Research

1 Former Executive

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