PALO DURO INVESTMENT PARTNERS, LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $402.8M |
| Discretionary | $402.8M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $57.5M |
| Employees | 6 |
| Peak AUM | $425.7MMar 2025 |
| AUM CAGR | +7.3% /yrover 3 yrs · 11 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $403M | 5.4% | +7.9% | — | |
| Discretionary AUM | $403M | ||||
Key Metrics
| Total AUM | $402.8M |
| Discretionary | $402.8M |
| Employees | 6 |
| Client Accounts | 7 |
| Client Range | 1-10 |
Contact & Location
Address
311 S. WACKER DRIVE - SUITE 2640
CHICAGO IL 60606
Phone
312-264-4670
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$403M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm