# SOUTH TEXAS MONEY MANAGEMENT, LTD.

SOUTH TEXAS MONEY MANAGEMENT, LTD. of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 112188
- Type: SEC-registered investment adviser
- SEC file number: 801-58167
- Location: 700 N. ST. MARY'S STREET, SUITE 100, SAN ANTONIO, TX, 78205
- Phone: 210-824-8916
- Latest filing: 2019-09-30
- Regulatory AUM: $3.4B
- Discretionary AUM: $3.3B
- Non-discretionary AUM: $47.9M
- Clients: 62
- Accounts: 3,258

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| WYATT JEANIE | CHAIRMAN/LIMITED PARTNER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER/LIMITED PARTNER; LIMITED PARTNER (+2 more) | — |
| CALVERT TOBIN RICE | CO-DIRECTOR BUSINESS DEVELOPMENT/SENIOR INVESTMENT ADVISER/LIMITED PARTNER; LIMITED PARTNER; MANAGING DIRECTOR/SENIOR INVESTMENT ADVISER/LIMITED PARTNER | — |
| JOHNSON MARK MUSGRAVE | CO-DIRECTOR BUSINESS DEVELOPMENT/SENIOR INVESTMENT ADVISER/LIMITED PARTNER; LIMITED PARTNER; MANAGING DIRECTOR/SENIOR INVESTMENT ADVISER/LIMITED PARTNER | — |
| LEONE MADELON YANTA | SR. INVESTMENT OFFICER; SR. INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; SR. INVESTMENT OFFICER/COMPLIANCE OFFICER | — |
| LUDWIGSON SUSAN LOUISE | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| PENA SYLVIA | CHIEF OPERATIONS OFFICER | — |
| HERFF CHRISTIAN GEISE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/LIMITED PARTNER; CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR/LIMITED PARTNER (+1 more) | — |
| ROMERO MICHELLE VILLASENOR | CHIEF OPERATING OFFICER/LIMITED PARTNER; CHIEF OPERATIONS OFFICER/DIRETCOR OF EQUITY RESEARCH; MANAGING DIRECTOR/LIMITED PARTNER | — |
| FOX LISA DAWN | MANAGING DIRECTOR/LIMITED PARTNER | — |
| WEISS RONALD BARUCH | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/LIMITED PARTNER | — |
| LAHOURCADE JOHN LANCE | MANAGING DIRECTOR; MANAGING DIRECTOR/LIMITED PARTNER | — |
| KEE JAMES ROBERT | PRESIDENT; PRESIDENT/CHIEF ECONOMIST; PRESIDENT/CHIEF ECONOMIST/LIMITED PARTNER | — |
| GRUBB TERI MICHAELLE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER/EVP (+3 more) | — |
| MARKELL-BALLEZA CHRISTINA S | CHIEF COMPLIANCE OFFICER/GEN COUNSEL; CHIEF COMPLIANCE OFFICER/GEN COUNSEL/EVP; CHIEF COMPLIANCE OFFICER/GEN COUNSEL/EVP/LIMITED PARTNER (+4 more) | — |
| BROWN MARTY D | CHIEF COMPLIANCE OFFICER | — |
| WYATT JOHN W | LIMITED PARTNER | — |
| WYATT W RICHEY | LIMITED PARTNER | — |
| GUTHRIE LOUISA CATHARINE | MANAGING DIRECTOR | — |
| Barnett Marcy Jean | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/ LIMITED PARTNER | — |
| RABKE III EARL C | MANAGER; TRUSTEE | — |
| McLaughlin Lauren P | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112188/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112188/similar
- Related entities: https://search.stillhousedata.com/firm/112188/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112188

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.