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Cortex Capital Management, LLC (Fort Worth)


Cortex Capital Management, LLC is a large advisory firm based in Fort Worth. It manages $233 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Texas.

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Cortex Capital Management 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.

Cortex Capital Management: assets under management

The assets under management (AUM) of Cortex Capital Management, LLC is $233 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23200% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $233 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cortex Capital Management, LLC 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.

Based in Fort Worth

The principal office where Cortex Capital Management, LLC performs its advisory services is located at 301 Commerce Street, Fort Worth, TX 76102, 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 817.288.3955. The normal business hours are 7:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at cortexcapital.net.


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