Durable Dividend Growth Strategies, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Durable Dividend Growth Strategies, L.P. is a registered investment adviser that provides discretionary portfolio management and sub‑advisory services primarily to high‑net‑worth individuals, charitable organizations, and businesses. The firm manages equity‑focused model portfolios, requires written discretionary trading authorization, and reports $24,691,374 in discretionary assets under management for 18 clients as of December 31, 2025.
The firm’s investment approach is model‑driven: an Investment Committee applies proprietary screens and a ranking process that emphasize free cash flow, dividend stability and dividend growth, leverage, and profitability, with monthly research reviews to update models. Model portfolios are generally equal‑weighted, seek low turnover to improve tax efficiency, and reinvest dividends on a dollar‑cost‑averaging basis; the brochure also notes a mix of long‑ and short‑term purchase strategies and use of charting, technical and fundamental analysis.
Compared with many peers, the firm’s ADV discloses principal involvement in other advisory and family‑office activities and dual registration with another registered adviser, and it requires clients to direct brokerage to specific custodians (Interactive Brokers and Fidelity). The firm’s materials also disclose and present performance information, including predecessor performance, alongside the detailed model construction and screening methodology disclosed in the brochure.
Client services
Expertise
Fee options
1% annually
Account minimum: $250,000
Main office
See office470 Mariners Drive
Kemah TX 77565
Advisors at this office
1
Offices (2)
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Wesley K
CFA®, Series 63, Series 65
Houston, TX
Durable Dividend Growth Strategies, L.P.
Wesley Kubesch is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Durable Dividend Growth Strategies, L.P. and has held roles at Corient Services LLC, Galapagos Wealth Management, and Galapagos Partners. Durable Dividend Growth Strategies, L.P. provides discretionary portfolio management and sub-advisory services focused on equity securities for high-net-worth individuals, charitable organizations, and corporations. The firm employs proprietary model portfolios emphasizing free cash flow, dividend stability, and financial prudence, with a low-turnover approach designed to enhance tax efficiency.
Stephen L
Series 65
Kemah, TX
Durable Dividend Growth Strategies, L.P.
Stephen Lack is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving as a Partner at Corient. He has held roles at Galapagos Partners and leads Ned S. Holmes Investments, Inc., a single family office where he acts as President and CIO providing consulting services to private partnerships and corporations. His career also includes involvement with Durable Dividend Growth Strategies, L.P. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach focused on customized, goals-based asset allocations and integrates risk management through ongoing due diligence and monitoring across traditional and alternative investments.
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