Public Charity

AMERICAN COLLEGE OF INVESTMENT COUNSEL

Based in DALLAS, TX, AMERICAN COLLEGE OF INVESTMENT COUNSEL operates as a Public Charity. The organization reported $389K in revenue, $369K in expenses, $393K in total assets for fiscal year 2024.

EIN: 222532415 DALLAS, TX Latest filing: 2024

Total Revenue$389K

Total Expenses$369K

Total Assets$393K

Grant Records0

Filing Years2020–2024

Mission

THE MISSION OF THE COLLEGE IS TO BRING LAWYERS WHO DEVOTE A SUBSTANTIAL AMOUNT OF THEIR TIME REPRESENTING INSTITUTIONAL INVESTORS IN CONNECTION WITH THEIR INVESTMENT OPERATIONS, TO PROVIDE EDUCATION WITH RESPECT TO LEGAL ISSUES AND MARKET PRACTICES AFFECTING INSTITUTIONAL INVESTMENTS AND INVESTORS, TO DEVELOP, WHERE APPROPRIATE, GUIDELINES AND UNIFORM DOCUMENTATION FOR TRANSACTIONS INVOLVING INSTUTUIONAL INVESTMENTS AND TO BUILD COLLEGIAL RELATIONSHIPS TO ALLOW FOR MORE EFFICIENT TRANSACTIONS AND OCMMUNICATIONS AMONG ITS FELLOWS.

Officers & Directors

TRUSTEE Brendan Kelly

VICE PRESIDE Bryan Cho

TRUSTEE Charles C Calloway Jr

TRUSTEE Heather Wenzel

TRUSTEE Jeffrey Dutson

TRUSTEE Jenna Jenson

Officer compensation and complete director data available with membership.

Financial Trends

Year	Revenue	Expenses	Assets
2024	$389K	$369K	$393K
2023	$378K	$383K	$349K
2022	$319K	$342K	$352K
2021	$163K	$145K	$379K
2020	$133K	$137K	$361K

Between 2020 and 2024, reported annual revenue grew from $133K to $389K (+193%), with total assets most recently reported at $393K.

Interactive year-over-year charts and full filing details available with membership.

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