Commerce Street Investment Management

Asset Manager SEC-registered adviser

Legal name: Commerce Street Investment Advisor, LLC

Dallas, TX Website LinkedIn

AUM

$891.3M
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

$86.0M
Gross asset value

Employees

14

Last Form D raise

Oct 2020
Most recent fund filing

From SEC Form ADV filing (filed Sep 24, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

B
Executive Vice President, Chief Operating Officer, Head of Accounting, CCO
D
President and Managing Partner
W
Member, Commerce Street Holdings

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Commerce Street Financial Partners II, LPPrivate Equity$78.0M$47.1M45Oct 2020Cold
Commerce Street Carlyle Private Equity Fund I, LPPrivate Equity$7.9M$14.4M37Jan 2016Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
144278
SEC file number
801-68792

Sources