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Durable Dividend Growth Strategies, L.P.

Updated today

Client assets under management

$24,691,374

Clients

18

100% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

9

Very Low

Average account size

$1,371,743

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

Portfolio management Sub-advisory services

Expertise

Active portfolio management Tax-loss harvesting

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Fee options

Percentage

1% annually

Other

Account minimum: $250,000

Main office location

Durable Dividend Growth Strategies, L.P.

470 Mariners Drive

Kemah TX 77565, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Active portfolio management Tax-loss harvesting
user avatar

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.

Active portfolio management Tax-loss harvesting
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