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Commerce Street Investment Advisor, LLC

● SEC registered since 2008CRD 144278SEC# 801-68792Dallas, TX
Export (members)
Ranks #3,151 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$891.3M
Fund GAV
$86M
Private funds
2
Employees
14
Accounts
64
Location
Dallas, TX

Commerce Street Investment Advisor, LLC assets under management

Commerce Street Investment Advisor, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2008. It reports $891.3 million in regulatory assets under management and employs 14 people. Commerce Street Investment Advisor, LLC manages 2 private funds with combined gross assets of $86 million, including Commerce Street Financial Partners II, LP. By regulatory assets, it ranks 3,151 of 6,004 private fund managers.

Commerce Street Investment Advisor, LLC private funds

2 funds · $86M GAV
FundTypeGross assetsMin.
Commerce Street Financial Partners II, LPPrivate Equity$78M$1M
Commerce Street Carlyle Private Equity Fund I, LPPrivate Equity$7.9M$250K

Commerce Street Investment Advisor, LLC owners & executives

7 reported
NameTitleOwnershipSince
Bertrand Kiver MaimoChief Financial OfficerUnder 5%2017
Bobby Lee Hashaway ControlExecutive Vice President, Chief Operating Officer, Head Of Accounting, CcoUnder 5%2008
Commerce Street Holdings, LLC ControlMemberOver 75%2008
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Frequently asked questions

How much does Commerce Street Investment Advisor, LLC manage?

Commerce Street Investment Advisor, LLC reports $891.3 million in regulatory assets under management on its Form ADV.

How many private funds does Commerce Street Investment Advisor, LLC manage?

Commerce Street Investment Advisor, LLC manages 2 private funds with combined gross assets of $86 million.

How many employees does Commerce Street Investment Advisor, LLC have?

Commerce Street Investment Advisor, LLC reports 14 employees.

Where is Commerce Street Investment Advisor, LLC located?

Commerce Street Investment Advisor, LLC is based in Dallas, TX and has been SEC-registered since 2008.

Does Commerce Street Investment Advisor, LLC disclose fund performance?

Commerce Street Investment Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1445 Ross Avenue, Suite 2700, Dallas, TX 75202
Phone214-545-6800
Fax214-545-6855
Office hours8:00a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$891.3M▲ 2%
Mar '25 — $876.5MApr '25 — $876.5MMay '25 — $876.5MJun '25 — $876.5MJul '25 — $876.5MAug '25 — $876.5MSep '25 — $876.5MOct '25 — $876.5MNov '25 — $876.5MDec '25 — $876.5MJan '26 — $876.5MFeb '26 — $876.5MMar '26 — $891.3MApr '26 — $891.3MMay '26 — $891.3MJun '26 — $891.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
AUM vs fund managersTop 52%
Larger than 48% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$891.3Mregulatory AUM
Discretionary $300.6MNon-discretionary $590.7M

Service providers