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Pbl Capital, L.P. (Dallas)


Pbl Capital, L.P. is a large advisory firm based in Dallas. It manages $510.74 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

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Pbl Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pbl Capital: assets under management

The assets under management (AUM) of Pbl Capital, L.P. is $510.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $510.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pbl Capital, L.P. for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Links Business Capital Gp General partner 1 Aug 2006 Other 20-5315762
Thomas Leo Gervais Limited partner 1 Aug 2006 25% - 50% 1553846
Bryan Scott Olson Limited partner 1 Aug 2006 25% - 50% 5208768
James Steven Cammack Limited partner 1 Aug 2006 25% - 50% 5208774
James Steven Cammack Manager and member 1 Jul 2007 25% - 50% 5208774
Bryan Scott Olson Manager and member 1 Jul 2007 25% - 50% 5208768
Thomas Leo Gervais Manager and member 1 Jul 2007 25% - 50% 1553846

Based in Dallas

The principal office where Pbl Capital, L.P. performs its advisory services is located at 12200 Stemmons Freeway, Dallas, TX 75234, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-934-2514 or by fax 972-247-7313. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at pblcapital.com.


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