← Directory

FIC PARTNERS MANAGEMENT, LP

CRD 282788File 801-110001
APPROVED
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.97B
Top 25% of cohort (national)
Discretionary AUM
$1.97B
Clients
20
20 accounts
Employees
8
Top 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
FWRO
Registration date
Feb 21, 2017
Principal office
2707 N LOOP W, SUITE 130, HOUSTON, TX, 77008
Phone
713.337.7980

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.97B
Discretionary AUM
$1.97B
Non-discretionary AUM
$0
Discretionary accounts
20
Non-discretionary accounts
0
Total accounts
20
AUM per client
$98.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles20$1.97B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — OUT-OF-POCKET EXPENSES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees58increased by3
Apr 1, 2026Clients1720increased by3
Apr 1, 2026AUM$1,813,528,687$1,966,997,502increased by$153,468,815
Apr 1, 2026Accounts1720increased by3
May 1, 2025
vs Oct 1, 2022
Employees35increased by2
May 1, 2025
vs Oct 1, 2022
Clients317increased by14
May 1, 2025
vs Oct 1, 2022
AUM$470,497,255$1,813,528,687increased by$1,343,031,432
May 1, 2025
vs Oct 1, 2022
Accounts317increased by14
Sep 1, 2022Employees43decreased by1
Sep 1, 2022Clients23increased by1
Sep 1, 2022Accounts23increased by1
Apr 1, 2022Employees64decreased by2
Apr 1, 2022AUM$374,359,444$470,497,255increased by$96,137,811
Nov 1, 2021Employees76decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FIC PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIC PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.