BUDGE FINANCIAL INC

BUDGE FINANCIAL INC of DALLAS, TX is an SEC-registered investment adviser (CRD 108256). Regulatory assets under management: $127.2M.

Registration

Officers, owners & control persons (8)

NameRoleLocation
MOORE JEFFREY DCHIEF COMPLIANCE OFFICER—
PHILLIPS RICHARD LEECHIEF COMPLIANCE OFFICER—
BUDGE ARTHUR NEALCHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF EXECUTIVE OFFICER—
BUDGE ARTHURPRESIDENT & OWNER—
BULLOCK LINDY LUCETTECHIEF COMPLIANCE OFFICER—
GAMEZ STOLL PATRICIACHIEF COMPLIANCE OFFICER—
MARKS MELINDACHIEF COMPLIANCE OFFICER—
SCALES JOHN ROBERTCHIEF COMPLIANCE OFFICER—

Private funds (6)

FundTypeFormedOwnersGross asset valueMin investment
FIVE STATES ENERGY CAPITAL FUND 2, LLCPrivate Equity Fund—2$110.9M$250K
FSEC2-7, LLCPrivate Equity Fund—247$84.0M$1.0M
FSEC2-1, LLCPrivate Equity Fund—93$26.9M$250K
FIVE STATES ENERGY CAPITAL FUND 1, LLCPrivate Equity Fund—2$9.2M$250K
FSEC1-7, LLCPrivate Equity Fund—171$5.9M$1.0M
FSEC1-1, LLCPrivate Equity Fund—102$3.4M$250K

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