Asset ManagerRIA · CRD 114408SEC-Registered

Updated:

Phillips Ray Capital Management

Phillips Ray Capital Management is an SEC-registered investment adviser in Fort Worth, TX. The firm manages $58 million in assets, $55 million on a...

Phillips Ray Capital Management

Phillips Ray Capital Management is an SEC-registered investment adviser in Fort Worth, TX. The firm manages $58 million in assets, $55 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Generalist

Year founded

2002

Location

Region

North America

Country

United States

City

Fort Worth

Corporate office

Fort Worth, TX, United States

Frequently asked questions

What is Phillips Ray Capital Management's known investment strategy?

The firm describes itself as a generalist asset manager, but publicly available information does not specify allocations across asset classes, sectors, or geographies. No named portfolio companies, fund vehicles, or deal announcements are part of the public record, making its active strategy impossible to characterize from outside sources.

Who runs Phillips Ray Capital Management?

No named principals, portfolio managers, or investment committee members are disclosed on the firm's website or in public regulatory filings. The absence of a management roster is unusual for an SEC-registered or publicly marketed asset manager and may indicate a closely held structure.

Does Phillips Ray Capital Management accept outside capital?

There is no public evidence that the firm actively solicits or manages third-party institutional capital. Its minimal disclosure posture is consistent with a single-family vehicle, an internal capital pool, or a small partnership that does not market to external allocators.

Is Phillips Ray Capital Management a family office or an asset manager?

The firm is classified as an asset manager, but its operational profile — no marketed funds, no named team, no AUM disclosure — overlaps with the behavior of a single-family office. Without additional regulatory filings or public statements, the distinction cannot be resolved from available information.

How can an allocator diligence a firm with this little public information?

Direct outreach to the Fort Worth office is the only practical avenue. An allocator would need to confirm registration status through the SEC's Investment Adviser Public Disclosure database, request a pitch book or tear sheet directly, and verify any claimed track record through independently audited statements.

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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