CSR CAPITAL

Legal name: CSR CAPITAL PARTNERS, LLC

CRD 335906File 801-136853

APPROVED

Custody

Filing as of Jul 28, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$268.7M

Below cohort median (national)

Discretionary AUM

$268.7M

Clients

1 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 5, 2026
Principal office: 8333 DOUGLAS AVENUE SUITE 1650, DALLAS, TX, 75225
Phone: 214-380-4149
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $268.7M
Discretionary AUM: $268.7M
Non-discretionary AUM: $0
Discretionary accounts: 1
Non-discretionary accounts: 0
Total accounts: 1
AUM per client: $268.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	1	$268.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: No
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

Date	Field	From	To	Change
Aug 12, 2026	Registration	—	APPROVED

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

See plans that list “CSR CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CSR CAPITAL” 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.