DB
Douglas K. Bratton
CRESTLINE MANAGEMENT, L.P.
FORT WORTH, TX 76102
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CRD#: 1287903
DB
Professional summary
Douglas Kelvin Bratton is a registered financial advisor currently at CRESTLINE MANAGEMENT, L.P. located in Fort Worth, Texas.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Douglas has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BRATTON CAPITAL, INC.
INVESTMENT RELATED
201 MAIN STREET, SUITE 1900
FORT WORTH, TEXAS 76102
PRESIDENT, SOLE SHAREHOLDER AND DIRECTOR
SEPTEMBER 1997
10 HOURS PER MONTH
ACTS AS GENERAL PARTNER FOR SINGLE FAMILY OFFICE RELATED INVESTMENTS
BRATTON CAPITAL MANAGEMENT, LP
INVESTMENT RELATED
201 MAIN STREET, SUITE 1900
FORT WORTH, TEXAS 76102
PARTNER AND PRINCIPAL
OCTOBER 2000
24 HOURS PER MONTH
ACTS AS GENERAL PARTNER FOR SINGLE FAMILY OFFICE RELATED INVESTMENTS
KDG MANAGEMENT, INC.
INVESTMENT RELATED
201 MAIN STREET, SUITE 1900
FORT WORTH, TEXAS 76102
PRESIDENT, SOLE SHAREHOLDER AND DIRECTOR
DECEMBER 1999
6 HOURS PER MONTH
ACTS AS GENERAL PARTNER FOR KDG INVESTORS, LP WHICH INVESTS IN GERMAN CABLE TELEVISION ASSETS
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Kelvin Bratton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 1, 2003 - Present
CRESTLINE MANAGEMENT, L.P.
Office #1: 201 Main Street, Suite 1900, Fort Worth, TX 76102RIA
CRD#: 122711
FORT WORTH, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CM
CRESTLINE MANAGEMENT, L.P.
CRESTLINE ASIA, INC. | SL SUMMIT MANAGEMENT, L.P. | CRESTLINE-KIRCHNER, L.P. | CRESTLINE SUMMIT RESEARCH, L.P. | CRESTLINE RESEARCH ASSOCIATES SUB, L.P. | CRESTLINE MANAGEMENT, L.P. | CRESTLINE DIRECT LENDING | CRESTLINE CANADA, INC. - RELYING ADVISER | CRESTLINE CANADA SUB, L.P. - RELYING ADVISER | CRESTLINE CANADA SUB, L.P. - RELYING ADVIDER
CRD#: 122711 / SEC#: 801-61607
RIA
Registered Investment Advisory firm - (12/2/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/1/2003)
Exams
Current Firm
CM
CRESTLINE MANAGEMENT, L.P.
CRESTLINE ASIA, INC. | SL SUMMIT MANAGEMENT, L.P. | CRESTLINE-KIRCHNER, L.P. | CRESTLINE SUMMIT RESEARCH, L.P. | CRESTLINE RESEARCH ASSOCIATES SUB, L.P. | CRESTLINE MANAGEMENT, L.P. | CRESTLINE DIRECT LENDING | CRESTLINE CANADA, INC. - RELYING ADVISER | CRESTLINE CANADA SUB, L.P. - RELYING ADVISER | CRESTLINE CANADA SUB, L.P. - RELYING ADVIDER
CRD#: 122711 / SEC#: 801-61607
RIA
Registered Investment Advisory firm - (12/2/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Main Street Suite 2100, Fort Worth, TX 76102-3135
Mailing Address
Phone number
(817) 339-7600
Established
Firm type
Fiscal year end
# of Employees
176
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 146 |
| AUM (Assets Under Management) | $ 20,492,502,090 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/25/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
