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| Keyboard |
| Advisor Logistics LLC
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|---|---|
| CRD # | 292784 |
| SEC # | 801-112585 |
| CIK # | |
| AUM | 6,289.0 M (2026-03-20) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 210-346-8321 |
| Address | 1415 E Blanco Rd Boerne, TX 78006 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 16 | 6.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28,000 | 6.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 28,000 | 6.3 |
| Total | 28,000 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 28,000 | 6.3 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trust Advisors Inc
✚
|
TX | 6,966.0 M |
|
Wellspring Capital Advisors LLC
✚
|
5,034.3 M | |
|
SRB Corporation
✚
|
MA | 4,821.1 M |
|
Northcrest Asset Management LLC
✚
|
MN | 4,327.1 M |
|
Stratos Investment Management LLC
✚
|
OH | 3,311.7 M |
|
Cinven Inc
✚
|
NY | 3,277.1 M |
|
Adams Diversified Equity Fund Inc
✚
|
MD | 3,028.6 M |
|
AB Broadly Syndicated Loan Manager LLC
✚
|
TN | 2,623.0 M |
|
Icon Infrastructure North America Inc
✚
|
NY | 2,525.0 M |
|
Intermede Global Partners Inc
✚
|
CA | 2,136.1 M |