TITLEIST ASSET MANAGEMENT, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 323567). Regulatory assets under management: $2.7B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Byron Lucien Fields | MANAGING PARTNER | Austin, TX |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Joe-Ben O'Banion | MANAGING PARTNER | San Antonio, TX |
| Russell Clark King | PARTNER | — |
| Neil Howard Kalb | PARTNER | — |
| Stephen James Coulter | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT STRATEGIST | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| FIELDS BYRON LUCIEN | MANAGING PARTNER | — |
| O'BANION JOE-BEN | MANAGING PARTNER | — |
| KING RUSSELL CLARK | PARTNER; SENIOR PARTNER | — |
| Araiza Enrique | CHIEF COMPLIANCE OFFICER | — |
| KALB NEIL HOWARD | PARTNER | — |