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Western Reserve Capital Management, LP (Dallas)


Western Reserve Capital Management, LP is an adviser based in Dallas. It manages $6.8 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005.

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Western Reserve Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Western Reserve Capital Management: assets under management

The assets under management (AUM) of Western Reserve Capital Management, LP is $6.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.36 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Western Reserve Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
L.L.C. Gryphon Advisors General partner 1 Aug 1999 Other 43-2006709
Patrick Quentin Crow Gp 1 May 2000 75% - 100% 5312659
Michael Patrick Durante Manager 1 Nov 2003 75% - 100% 2323882
Edwin Buchanan Lyon Manager 1 Jan 2004 75% - 100% 2042309
L.P. Teakwood Gp General partner 1 Jun 2005 Other 20-1880297
Shawn L. Kelly Limited partner 1 Jun 2005 50% - 75% 5234945
Daniel Lewis Shimer Limited partner 1 Jun 2005 25% - 50% 5235994
Llc Teak Managers General partner 1 Jun 2005 Other 20-3007104

Based in Dallas

The principal office where Western Reserve Capital Management, LP performs its advisory services is located at 100 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-871-6721 or by fax 214-871-6713. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.western-reserve.net.


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