Single Family OfficeRIA · CRD 109806SEC-Registered

Updated:

Managed Financial Services Corp Inc

MANAGED FINANCIAL SERVICES CORP INC is an SEC-registered investment adviser in HOUSTON, TX. The firm manages $55 million in assets, $53 million on a...

Managed Financial Services Corp Inc

MANAGED FINANCIAL SERVICES CORP INC is an SEC-registered investment adviser in HOUSTON, TX. The firm manages $55 million in assets, $53 million on a discretionary basis. It has 6 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What investment stages does Managed Financial Services Corp Inc typically target?

No information is available about the firm's investment stage preferences. Public records do not disclose any deal-making activity or fund commitments.

Is Managed Financial Services Corp Inc a single family office that also accepts external capital?

The firm is classified as a single family office, but whether it accepts external capital or operates purely as a closed structure is not publicly known.

Who controls investment decisions at Managed Financial Services Corp Inc?

No named principals or investment committee members have been identified. The firm's decision-making structure is not publicly documented.

How does Managed Financial Services Corp Inc source proprietary deal flow?

The firm's deal-sourcing methods are not disclosed. It is unclear whether it relies on direct relationships, intermediary networks, or co-investment platforms.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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