Capital Royalty L.P. (Houston)


Capital Royalty L.P. is a large advisory firm based in Houston. It manages $1.55 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Colorado and Texas.

Capital Royalty provides 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.

Capital Royalty: assets under management

The assets under management (AUM) of Capital Royalty L.P. is $1.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 489% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.55 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.02 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Royalty L.P. for their services and products based on a percentage of assets under management, fixed fees, 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 Capital Royalty L.P.

Nathan Dehass Hukill has been acting as President since 1 Dec 2013. Capital Royalty Holdings L.P. joined the executive team most recently as the Limited Partner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Charles William Tate Chairman, limited partner 1 Apr 2003 25% - 50% 1524453
Caprx Capital L.P. General partner 1 Apr 2003 Other 32-0074636
Harry Kent Loveys Principal 1 Jun 2003 Other 4859462
James Robert Webster Managing partner 1 Jun 2003 Other 4859459
Julie Susan Klim Principal 1 Jun 2003 Other 4859461
Bonnie Sue Lewis Cfo, chief compliance officer 1 Jul 2004 Other 4859452
David R Carter Principal 1 Jan 2006 Other 1525131
Frank Joseph Girolamo Chief compliance officer 1 Jul 2006 Other 5195175
Mary Bogue Logan Chief financial officer 1 Sep 2006 Other 5233908
Nathan Dehass Hukill Managing director 1 Jan 2009 Other 4016569
Michael Peter Weinmann Principal 1 Mar 2009 Other 3015384
Luke Christopher Duster Principal 1 Mar 2009 Other 4191557
Andrei J. Dorenbaum General counsel & executive director 1 Mar 2010 Other 5771196
Michael Peter Weinmann Managing director 1 May 2010 Other 3015384
Nathan Dehass Hukill President 1 Dec 2013 Other 4016569
Luke Christopher Duster Managing director 1 Dec 2013 Other 4191557
Garth Adam Monroe Chief financial officer 1 Mar 2014 Other 6316831
Capital Royalty Holdings L.P. Limited partner 1 Dec 2015 75% - 100% 81-0983858

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Caprx L.L.C. General partner 1 Apr 2003 75% - 100% 20-1636505
Charles William Tate Limited partner 1 Nov 2015 25% - 50% 1524453
Caprx Capital L.P. General partner 1 Nov 2015 Other 32-0074636

Based in Houston

The principal office where Capital Royalty L.P. performs its advisory services is located at 1000 Main Street, Suite 2500, Houston, TX 77002 6340, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-209-7350 or by fax 713-209-7351. The normal business hours are 8:30am - 5:30pm central time on Monday - Friday. You can find more information about the New York firm at crglp.com.