Sign in Sign up for free

Vnsm Trust Company (Houston)


Vnsm Trust Company is a large advisory firm based in Houston. It manages $291.42 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Illinois, Louisiana, Massachusetts, New Hampshire, and Texas.

Logo



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

Vnsm Trust Company: assets under management

The assets under management (AUM) of Vnsm Trust Company is $291.42 million. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $288.4 million in discretionary accounts and $3.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.01 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vnsm Trust Company for their services and products based on a percentage of assets under management. 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 Vnsm Trust Company

Lee Alan Lahourcade has been acting as President since 1 Dec 1997. Cdc Finance Cdc Ixis ("Cdc Ixis") joined the executive team most recently as the Shareholder (Series A).

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Nelson Scarborough & Mccullough L.P Vaughan L.p. 1 Dec 1997 75% - 100% 04-3304963
Nelson Scarborough & Mccullough Inc. General Partner Of Vaughan Nelson Scarborough & Mccullough L.P. Vaughan General partner 1 Dec 1997 Other 04-3304959
Nvest Companies L.P. Limited partnership 1 Dec 1997 Other 04-3398261
Inc. Nvest Holdings Corporation, general partner 1 Dec 1997 Other 04-3241308
Charlotte Ann Bruce Vice president, secretary, treasurer, director 1 Dec 1997 Other 4345589
Lee Alan Lahourcade Director 1 Dec 1997 Other 4345595
Margaret Buescher Vice president & director 1 Dec 1997 Other 1644351
Edward Mccullough Director, president & chief executive officer 1 Dec 1997 Other 1547356
Margaret Mccullough Buescher Vice president, director 1 Dec 1997 Other 1644351
Edward Stanton Mccullough President, chief executive officer, director 1 Dec 1997 Other 1547356
Lp Vaughan Nelson Investment Management Shareholder of vaughan nelson trust company 1 Dec 1997 75% - 100% 04-3304963
Lee Alan Lahourcade Chairman of the board, director 1 Nov 2001 Other 4345595
Mark Edward Farrell Vice president, director 1 Mar 2002 Other 4520281
Fred Leckie Williams Senior vice president, director 1 Mar 2002 Other 2803138

Indirect Owners

The SEC currently registers 20 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. ("Holdings") Nvest Holdings Shareholder 1 Aug 1994 75% - 100% foreign
Nvest Companies L.P. ("Nvest") Shareholder 1 Aug 1994 75% - 100% foreign
L.P. ("Cdciamna") Cdc Ixis Asset Management North America Shareholder 1 May 1996 75% - 100% 04-3398261
Llc ("Cdciam Holdings") Cdc Ixis Asset Management Holdings Shareholder 1 May 1996 75% - 100% 04-3241308
Cdc Ixis Asset Management North America L.P. ("Cdciamna") Limited partner 1 May 1996 75% - 100% 04-3398261
Nelson Scarborough & Mccullough Inc. Vaughan General partner 1 Dec 1997 Other 04-3304959
Government Of France Supervisor 1 Oct 2000 75% - 100% foreign
Caisse Des Depots Et Consignations ("Cdc") Shareholder 1 Oct 2000 75% - 100% 13-3759209
Cdc Ixis ("Cdci") Shareholder 1 Oct 2000 50% - 75% foreign
Cdc Ixis Asset Management S.A. ("Cdcam") Shareholder 1 Oct 2000 75% - 100% foreign
Cdcam North America Corporation ("Cdcam Na") Limited partner, member 1 Oct 2000 75% - 100% 13-4146043
Llc ("Llc") Cdcam North America General partner 1 Oct 2000 Other 13-4146162
Cdc Ixis Asset Management U.S. Corporation ("Cdciam Us") Limited partner, member 1 Oct 2000 75% - 100% 13-4146043
Llc ("Cdciam U.S.Llc") Cdc Ixis Asset Management U.S. General partner 1 Oct 2000 Other 13-4146162
Cdc Finance Cdc Ixis ("Cdc Ixis") Shareholder 1 Oct 2000 75% - 100% foreign
Cdc Ixis Asset Management ("Cdciam") Shareholder 1 Oct 2000 75% - 100% foreign
Caisse Des Depots Et Consignations ("Cdc") Shareholder 1 Jan 2002 50% - 75% 13-3759209
Caisse Nationale Des Caisses D'epargne ("Cnce") Shareholder 1 Jan 2002 25% - 50% foreign
Eulia Shareholder 1 Jan 2002 50% - 75% foreign
Cdc Finance Cdc Ixis ("Cdc Ixis") Shareholder (series a) 1 Oct 2002 75% - 100% foreign

Based in Houston

The principal office where Vnsm Trust Company performs its advisory services is located at 600 Travis, Houston, TX 77002 3071, 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 713-224-2545 or by fax 713-547-4737. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.vnsm.com.


Registered investment advisers similar to Vnsm Trust Company