RAND ADVISORS, LLC

RAND ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 172839). Regulatory assets under management: $139.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: Investment cos.

Officers, owners & control persons (6)

NameRoleLocation
Mark PatrickCCO; SOLE OWNER AND SOLE DIRECTOR OF CDH GP, LTD.Dallas, TX
HONIS JOHN WILLIAMPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER
SURGENT THOMAS JOSEPHCHIEF COMPLIANCE OFFICER
HORN JAMES STEVENCHIEF COMPLIANCE OFFICER
GONZAGA GABRIELLACHIEF COMPLIANCE OFFICER
Patrick MarkCCO; MANAGING MEMBER AND SOLE OWNER OF CHARITABLE DAF GP, LLC

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
ATLAS IDF, LPPrivate Equity FundDelaware2$19.4M$500K
RAND PE FUND I, L.P.Private Equity FundDelaware3$7K$500K

Branch offices (2)

CityStateEmployeesPhone
1214-908-8130
1214-908-8130

Fund service providers (1)

More on this firm