Cummings Bay Capital Management, L.P. is an investment adviser to an investment company based in Dallas. It manages $66.89 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Texas.
Cummings Bay Capital Management provides portfolio management for investment companies 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.
The assets under management (AUM) of Cummings Bay Capital Management, L.P. is $66.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cummings Bay Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James David Dondero has been acting as President since 1 Feb 2010. Thomas Surgent joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cummings Bay Capital Management, L.P. performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, 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 972-628-4100 or by fax 972-628-4147. The normal business hours are 7am - 6pm on Monday - Friday.