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| A Sling & A Stone Incorporated
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|
|
|---|---|
| CRD # | 134943 |
| SEC # | 801-132007 |
| CIK # | |
| AUM | $104.6 M (2026-02-25) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 512-553-5151 |
| Address | 123 E Jackson Burnet, TX 78611 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | A Sling & A Stone I Limited Partnership | 2025-01-21 | 0.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 31.8 |
| (b) Individuals (high net worth individuals) | 19 | 47.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1.1 |
| (g) Pension and profit sharing plans | 3 | 18.6 |
| (h) Charitable organizations | 3 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 104.6 |
| By Discretionary | ||
| Discretionary | 304 | 69.1 |
| Non-Discretionary | 87 | 35.5 |
| Total | 391 | 104.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.6 | |
| Total | 391 | 104.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sizemore Capital Management LLC
✚
|
0.1 | |
|
NK Capital LLC
✚
|
0.1 | |
|
Lyons Wealth Management LLC
✚
|
FL | 0.1 |
|
Standard Partners LLC
✚
|
MD | 0.1 |
|
AMH Equity Ltd
✚
|
0.1 | |
|
Cedarview Capital Management LP
✚
|
NY | 0.1 |
|
Cruiser Capital Advisors LLC
✚
|
CT | 0.1 |
|
Alexander Capital Advisors LLC
✚
|
CT | 0.1 |
|
Longboard Asset Management LP
✚
|
0.1 | |
|
Bergen Park Capital Management LLC
✚
|
MT | 0.1 |