Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCP charges an investment management fee for managed accounts, ranging from 0.25% to 1.00% of managed assets. Fees are generally lower for clients with higher amounts of assets under management and are negotiated based on client needs, service complexity, and asset types. Certain clients have alternative fee structures, including flat fees, tiered fees, fees based on committed or invested capital, and/or performance fees. Clients may also be invoiced to reimburse CCP for certain expenses relating to the identification, selection, and acquisition of investments.
Areas of Practice
Advisor Information
Office location
1608 W. 5th St., Suite 200, Austin, TX, 78703
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert serves on the board of The University of Texas Investment Management Company (UTIMCO) and participates in its Compensation and Risk Committees. He also serves as an uncompensated advisory board member for Treaty Oak Equity LLC and as a General Partner to Capstar Ventures LP, providing advisory services and assisting with fundraising.