Texas First Investment Management Company, Lp
- Regulatory AUM
- $200K
- Discretionary
- $200K
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $200K | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Robert Cannon | President/Chief Compliance Officer, Limited Partner | CFA | Jan 2004 (23y) | ≈ 0% – 5% via Texas First Fund Holdings, Llc |
| Finkelman, Steven, Joseph | Limited Partner | Mar 2005 (21y) | 5% – 10% | |
| James Timothy Hickey | General Partner | CFA | Jan 2007 (20y) | ≈ 2.5% – 12.5% via Renegade Capital Lp |
| Osborne, Jonathan, Mallinckrodt | General Partner | Jan 2007 (20y) | ≈ 2.5% – 12.5% via Renegade Capital Lp | |
| Siegel, Gabriel, Miles | General Partner | Jan 2007 (20y) | ≈ 2.5% – 12.5% via Renegade Capital Lp | |
| Cannon, Lola, Mae | Limited Partner | Sep 2009 (17y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Renegade Capital Lp | Limited Partner | Jul 2008 | A | 10% – 25% |
| Texas First Fund Holdings, Llc | General Partner | Jan 2004 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Douglas Robert Cannon: 75% – 100% of Texas First Fund Holdings, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- James Timothy Hickey: 25% – 50% of Renegade Capital Lp × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Osborne, Jonathan, Mallinckrodt: 25% – 50% of Renegade Capital Lp × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Siegel, Gabriel, Miles: 25% – 50% of Renegade Capital Lp × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗