# CSR Capital

> CSR Capital is an SEC-registered investment advisory firm in Dallas, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 335906
- Filed as: CSR CAPITAL
- Legal name: CSR Capital Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335906
- AdvisorCensus page: https://advisorcensus.com/firm/csr-capital-dallas-tx-335906

## Quick answers

**How is CSR Capital compensated?**
On its Form ADV (Item 5.E, October 2026), CSR Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is CSR Capital located?**
CSR Capital's principal office is in Dallas, TX, according to its Form ADV.

**Is CSR Capital registered with the SEC or a state?**
CSR Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 335906.

**How much does CSR Capital manage?**
CSR Capital reports $268,700,000 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**What types of clients does CSR Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does CSR Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335906

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $268,700,000
- Discretionary: $268,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $268,700,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | May 20, 2025 |
| October 2026 | $268,700,000 | 8 | July 28, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CSR Capital (CRD 335906): Form ADV filing data as of October 2026.