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JM

Jordan T. Marye

TRACE CAPITAL MANAGEMENT LP
Houston, TX 77056
Some features on this profile are disabled
CRD#: 4912547
JM

Professional summary

Jordan Tatum Marye is a registered financial advisor currently at TRACE CAPITAL MANAGEMENT LP located in Houston, Texas.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jordan has worked at 2 firms .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Tatum Marye'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®
None

Experience

Current

July 6, 2022 - Present

TRACE CAPITAL MANAGEMENT LP

Office #1: 1400 Post Oak Blvd. Suite 1000, Houston, TX 77056
RIA
CRD#: 322094
Houston, TX
Past

May 19, 2015 - November 28, 2022

DENHAM CAPITAL MANAGEMENT LP

RIA
CRD#: 156605
HOUSTON, 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".
TC
TRACE CAPITAL MANAGEMENT LP
TRACE CAPITAL MANAGEMENT LP

CRD#: 322094 / SEC#: 801-126033

RIA
Registered Investment Advisory firm - (7/6/2022 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
(7/6/2022)

Exams

Current Firm

TC
TRACE CAPITAL MANAGEMENT LP
TRACE CAPITAL MANAGEMENT LP

CRD#: 322094 / SEC#: 801-126033

RIA
Registered Investment Advisory firm - (7/6/2022 Approved)
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Contact information

Main Address
1400 Post Oak Blvd. Suite 1000, Houston, TX 77056
Mailing Address
Phone number
(713) 217-2722
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

TRACE CAPITAL MANAGEMENT LP BROCHURE - MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 1,782,589,922

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRACE CAPITAL MANAGEMENT LP

CRD#: 322094Houston, TX 77056

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