Commerce Street Holdings, LLC Email Format

Investment BankingTexas, United States51-200 Employees

Commerce Street Holdings, LLC, based in Dallas, Texas, operates as a platform of affiliated firms serving U.S. financial institutions since 2007. Its broker-dealer arm provides advisory services for mergers and acquisitions involving banks and other corporations, along with regulatory consulting and related offerings. The group also includes an SEC-registered adviser delivering asset management services to private equity and credit funds focused on opportunities within the banking and financial services sector.

A separate subsidiary offers retirement plan solutions for 401(k), 403(b), and 457 plans, including low-cost, risk-managed portfolios, guidance on plan governance, participant education, and fully bundled services through Vanguard. These retirement services are designed for plan sponsors and their employees. Together, the entities within Commerce Street Holdings operate across advisory, asset management, and retirement plan services for institutional and corporate clients.

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