CAP SIX ADVISORS LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 325164). Regulatory assets under management: $340.8M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Rachel Hollowell Gilbert | CHIEF OPERATING OFFICER | — |
| Jeffrey Allyn Jorgensen | CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER | — |
| Catharine Coble Jorgensen | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; MANAGER | — |
| Todd Michael Reesing | CHIEF REVENUE OFFICER & CLIENT PM | — |
| JORGENSEN JEFFREY ALLYN | CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER | — |
| GILBERT RACHEL HOLLOWELL | CHIEF OPERATING OFFICER | — |
| Jorgensen Catharine Coble | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 5129248017 |
| — | — | 1 | 5085582787 |
| — | — | 1 | 5129248017 |
| — | — | 1 | 5085582787 |