John Mcstay Investment Counsel, L.P. (Dallas)

John Mcstay Investment Counsel, L.P. is a large advisory firm based in Dallas. It manages $3.43 billion of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and Texas.

John Mcstay Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John Mcstay Investment Counsel: assets under management

The assets under management (AUM) of John Mcstay Investment Counsel, L.P. is $3.43 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.76 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay John Mcstay Investment Counsel, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at John Mcstay Investment Counsel, L.P.

Win Jay Neuger has been acting as President since 1 Apr 1999. Patti Sue Almanza joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Dewitt Mcstay	Limited partner and director	1 Apr 1999	Other	1603002
Walter Edward Adams	Limited partner	1 Apr 1999	Other	1766046
Thomas Joseph Musick	Limited partner	1 Apr 1999	Other	4348190
Wayne Gary Willems	Limited partner and director	1 Apr 1999	Other	2158422
David Banks Anthony	Limited partner and director	1 Apr 1999	Other	871594
Patricia Ann Hundley	Limited partner	1 Apr 1999	Other	1725345
Brian Lee Gerber	Limited partner and director	1 Apr 1999	Other	1303639
John Lynn Meder	Limited partner	1 Apr 1999	Other	1142764
Win Jay Neuger	Director	1 Apr 1999	Other	4088949
Peter Allen Harbeck	Director	1 Apr 1999	Other	874901
Aig Global Investment Corp	Direct owner and limited partner	1 Jun 1999	75% - 100%	105926
Inc. Aig Asset Management Service	Managing partner	1 Jun 2000	Other	13-3805094
Adams Trio Family Ltd.	Limited partner	1 Jun 2000	Other	75-2690629
William Conrad Doenges	Limited partner and director	1 Jun 2003	Other	1546036
Steven Guterman	Director	1 Jun 2003	Other	1832827
Thomas Joseph Musick	Limited partner and director	1 Jan 2004	Other	2158421
Patti Sue Almanza	Chief compliance officer	1 Sep 2004	Other	4067774

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. American International Group	Shareholder	1 Jun 1999	75% - 100%	13-2592361

Based in Dallas

The principal office where John Mcstay Investment Counsel, L.P. performs its advisory services is located at 5949 Sherry Lane Ste 1600, Dallas, TX 75225, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 214-365-5200 or by fax 214-706-5135. The normal business hours are 7:30 am - 6:30 pm on Monday - Friday.