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Wallace Capital Management, Inc.

● SEC registered since 2009CRD 119174SEC# 801-70100Dallas, TX
Export (members)
Ranks #2,517 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.49B
Fund GAV
$142.7M
Private funds
1
Employees
7
Accounts
491
Location
Dallas, TX

Wallace Capital Management, Inc. assets under management

Wallace Capital Management, Inc. operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2009. It reports $1.5 billion in regulatory assets under management and employs 7 people. Wallace Capital Management, Inc. manages 1 private fund with combined gross assets of $142.7 million, including Wallace Capital Management Fund, L.P. By regulatory assets, it ranks 2,517 of 6,004 private fund managers.

Wallace Capital Management, Inc. private funds

1 funds · $142.7M GAV
FundTypeGross assetsMin.
Wallace Capital Management Fund, L.P.Hedge$142.7M$1M

Wallace Capital Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Blake Henry Estess ControlChief Compliance OfficerUnder 5%2010
Christopher Lee Thomason ControlVice President10-25%2004
Jonathon Casey Hopkins CrenshawShareholder5-10%2002
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Frequently asked questions

How much does Wallace Capital Management, Inc. manage?

Wallace Capital Management, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Wallace Capital Management, Inc. manage?

Wallace Capital Management, Inc. manages 1 private funds with combined gross assets of $142.7 million.

How many employees does Wallace Capital Management, Inc. have?

Wallace Capital Management, Inc. reports 7 employees.

Where is Wallace Capital Management, Inc. located?

Wallace Capital Management, Inc. is based in Dallas, TX and has been SEC-registered since 2009.

Does Wallace Capital Management, Inc. disclose fund performance?

Wallace Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Crescent Court, Suite 1190, Dallas, TX 75201
Phone214-303-0200
Fax214-303-0204
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
CIK1459754
Discloses disciplinary historyNo

Regulatory AUM

$1.49B▲ 10%
Mar '25 — $1.35BApr '25 — $1.35BMay '25 — $1.35BJun '25 — $1.35BJul '25 — $1.35BAug '25 — $1.35BSep '25 — $1.35BOct '25 — $1.35BNov '25 — $1.35BDec '25 — $1.35BJan '26 — $1.35BFeb '26 — $1.35BMar '26 — $1.49BApr '26 — $1.49BMay '26 — $1.49BJun '26 — $1.49B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 42%
Larger than 58% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$1.49Bregulatory AUM
Discretionary $1.46BNon-discretionary $24.2M

Service providers

Custodian
Administrator