Piedra Capital Ltd (Houston)


Piedra Capital Ltd is a large advisory firm based in Houston. It manages $66.63 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Mexico, Oklahoma, and Texas.

Logo

Piedra Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Piedra Capital: assets under management

The assets under management (AUM) of Piedra Capital Ltd is $66.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $979.82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Piedra Capital Ltd for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Piedra Capital Ltd

Piedra Capital Ltd is owned by Charles Hanson Womack. John A. Mcdonald joined the executive team most recently as the Owner.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Stanley Peter Hidalgo Principal 1 Jul 1993 75% - 100% 1846417
Charles Hanson Womack Executive vice president 1 Jul 1999 Other 471691
Alan Jay Brochstein Vice president-investments 1 Jan 2000 Other 1587853
John A. Mcdonald Vice president-investments 1 Aug 2000 Other 4476726
Michael Vaughan Hidalgo Vice president-investments 1 Jan 2001 Other 2504649
Charles Hanson Womack Owner 1 Nov 2001 Other 471691
Marc Rowland Owner 1 Nov 2001 Other 4476777
Shannon Self Owner 1 Nov 2001 Other 4476780
David William Friede Vp-marketing 1 Nov 2001 Other 4073386
Michael Vaughan Hidalgo Senior vice president 1 Jun 2002 Other 2504649
Joslyn Berndt Dobson Senior vice president-investments 1 May 2003 Other 2590672
Abercrombie & Kitch Ltd Owner 1 May 2003 Other 76-0432790
Ascari Holdings I Ltd Owner 1 May 2003 Other 76-0563268
Kitch Co Investments Ltd Owner 1 May 2003 Other 76-0508744
Corbin James Robertson Owner 1 Dec 2005 Other 4477114
John A. Mcdonald Sr. vice president-investments 1 Jun 2008 Other 4476726
Terre R Williams Vice president, chief compliance officer 1 Jun 2008 Other 2902789
Vicki Denise Landaiche Vice president 1 Jun 2008 Other 5568230
James Eric Prohaska Vice president 1 Jun 2008 Other 5563344
Roxanne Cheri Mc Donald Vice president-marketing 1 Sep 2008 Other 5610348
John A. Mcdonald Owner 1 Sep 2009 Other 4476726

Based in Houston

The principal office where Piedra Capital Ltd performs its advisory services is located at 3355 West Alabama, Houston, TX 77098, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-622-7625 or by fax 713-622-4655. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.piedracapital.com.