Coronado Resources Management LP (Dallas)

Name: Coronado Resources Management LP
Address: 3811 Turtle Creek Blvd., Dallas, TX, 75219
Telephone: 214-651-6245

Coronado Resources Management LP is a large advisory firm based in Dallas. It manages $180.69 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Coronado Resources Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coronado Resources Management: assets under management

The assets under management (AUM) of Coronado Resources Management LP is $180.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $180.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.12 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coronado Resources Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Coronado Resources Management serves?

The only and largest group of clients of Coronado Resources Management is pooled investment vehicles with 6 clients and $180.69 million of assets under management. Among the 7 most similar advisory firms, Coronado Resources Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $180.69 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Coronado Resources Management also advises several private funds. Namely, six private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $2,000,000.

Careers at Coronado Resources Management LP

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Lewis	Manager, olympia holdings, llc (relying adviser)	1 Aug 2003	25% - 50%	6585809
Clarence Coffee Roy	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	25% - 50%	6585841
Everett Coon	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	Other	1584654
Mark Dudley Hughston	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	Other	6585848
Jeffrey Thomas Kremer	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	Other	6585851
John Philip Morrow	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	Other	6585855
Paragon Production Inc.	General partner, olympia minerals management, lp (relying adviser)	1 Aug 2003	Other	75-2910456
Robin Richardson Lewis	Limited partner, olympia minerals management, lp (relying adviser)	1 Aug 2003	25% - 50%	6585862
J. Michael Lewis	Manager, olympia holdings, llc (relying adviser)	1 Aug 2003	25% - 50%	6585809
C. Coffee Roy	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	25% - 50%	6585841
Mark D. Hughston	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	Other	6585848
Jeffrey T. Kremer	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	Other	6585851
John P. Morrow	Member, olympia holdings, llc (relying adviser)	1 Aug 2003	Other	6585855
Robin R. Lewis	Limited partner, olympia minerals management, lp (relying adviser)	1 Aug 2003	25% - 50%	6585862
John Michael Lewis	Manager & member, coronado resources gp, llc (relying adviser)	1 Mar 2011	50% - 75%	6585809
Campbell Caleb Lewis	Manager & member, coronado resources gp, llc (relying adviser)	1 Mar 2011	50% - 75%	6585811
J. Michael Lewis	Manager & member, coronado resources gp, llc (relying adviser)	1 Mar 2011	50% - 75%	6585809
Campbell C. Lewis	Manager & member, coronado resources gp, llc (relying adviser)	1 Mar 2011	50% - 75%	6585811
Llc Coronado Resources Management Gp	General partner	1 Jun 2012	Other	46-0635970
John Michael Lewis	Manager & partner	1 Jun 2012	25% - 50%	6585809
Campbell Caleb Lewis	Manager, chief compliance officer & partner	1 Jun 2012	50% - 75%	6585811
J. Michael Lewis	Manager & partner, coronado resources management lp	1 Jun 2012	25% - 50%	6585809
Campbell C. Lewis	Manager, chief compliance officer & partner, coronado resources management, lp	1 Jun 2012	50% - 75%	6585811
Coronado Manager Gp 2013 Llc	General partner, coronado resources gp 2013 lp (relying adviser)	1 Feb 2013	Other	46-2038005
John Michael Lewis	Limited partner, coronado resources 2013 lp (relying adviser)	1 Feb 2013	25% - 50%	6585809
Campbell Caleb Lewis	Limited partner, coronado resources 2013 lp (relying adviser)	1 Feb 2013	25% - 50%	6585811
Llc Keigh Minerals	Limited partner, coronado resources gp 2013 lp (relying adviser)	1 Feb 2013	Other	46-4829147
O Family Minerals Gp 1 Llc	Limited partner, coronado resources 2013 lp (relying adviser)	1 Feb 2013	Other	46-4669301
J. Michael Lewis	Limited partner, coronado resources 2013 lp (relying adviser)	1 Feb 2013	25% - 50%	6585809
Campbell C. Lewis	Limited partner, coronado resources 2013 lp (relying adviser)	1 Feb 2013	25% - 50%	6585811
Llc Eaglebine Partner Gp	General partner, eaglebine gp, lp (relying adviser)	1 Nov 2014	Other	47-2324522
John Michael Lewis	Limited partner, eaglebine gp, lp (relying adviser)	1 Nov 2014	25% - 50%	6585809
Campbell Caleb Lewis	Limited partner, eaglebine gp, lp (relying adviser)	1 Nov 2014	25% - 50%	6585811
O Family Minerals Gp 1 Llc	Limited partner, eaglebine gp, lp (relying adviser)	1 Nov 2014	Other	46-4669301
Llc Keigh Minerals	Limited partner, eaglebine gp, lp (relying adviser)	1 Nov 2014	Other	46-4829147
J. Michael Lewis	Limited partner, eaglebine gp, lp (relying adviser)	1 Nov 2014	25% - 50%	6585809
Campbell C. Lewis	Limited partner, eaglebine gp, lp (relying adviser)	1 Nov 2014	25% - 50%	6585811
Campbell Caleb Lewis	President, olympia minerals management, lp (relying adviser)	1 Apr 2015	Other	6585811
Campbell C. Lewis	President, olympia minerals management, lp (relying adviser)	1 Apr 2015	Other	6585811
Coronado Manager Gp 2015 Llc	General partner, coronado resources gp 2015 lp (relying adviser)	1 Jul 2015	Other	47-4700991
John Michael Lewis	Limited partner, coronado resources gp 2015 lp (relying adviser)	1 Jul 2015	25% - 50%	6585809
Campbell Caleb Lewis	Limited partner, coronado resources gp 2015 lp (relying adviser)	1 Jul 2015	25% - 50%	6585811
Llc Keigh Minerals	Limited partner, coronado resources gp 2015 lp (relying adviser)	1 Jul 2015	Other	46-4829147
O Family Minerals Gp 1 Llc	Limited partner, coronado resources gp 2015 lp (relying adviser)	1 Jul 2015	Other	46-4669301
J. Michael Lewis	Limited partner, coronado resources gp 2015 lp (relying adviser)	1 Jul 2015	25% - 50%	6585809
Campbell C. Lewis	Limited partner, coronado resources gp 2015 lp (relying adviser)	1 Jul 2015	25% - 50%	6585811

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jared Scott Sturdivant	Manager/member	1 Feb 2014	75% - 100%	6037905
Michael Evan Olshan	Manager/member	1 Feb 2014	75% - 100%	4675465

Based in Dallas

The principal office where Coronado Resources Management LP performs its advisory services is located at 3811 Turtle Creek Blvd., Dallas, TX 75219, 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 214-651-6245 or by fax 214-651-6230. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at coronado-resources.com.