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| Americana Partners LLC
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|---|---|
| CRD # | 301354 |
| SEC # | 801-115018 |
| CIK # | 0001797678 |
| AUM | 9,101.7 M (2026-04-29) |
| Employees | 86 (40% Investors, 16% Brokers) |
| Phone | 713-429-5552 |
| Address | 811 Louisiana Street Houston, TX 77002 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Enterprise Products Partners L P | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Energy Transfer Equity LP | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | AP- Bakken LP | 2025-12-16 | ||
| PE | AP Private Markets 2024 Vintage Fund LP | 2025-12-16 | ||
| PE | Americana - Big Flow Partners LP | [2024-07-30] | ||
| Offered $25,000,000 · Filed 2024-04-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $25,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Americana - TB Series 2024 LP | [2024-07-30] | ||
| Offered $50,000,000 · Filed 2024-04-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $50,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | AP Private Markets 2024 Vintage Fund LP | [2024-07-30] | ||
| Offered $50,000,000 · Filed 2024-04-09 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $50,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Americana - Jet Linx Partners LP | [2023-09-21] | 23.2 M | |
| Offered $20,500,000 · Filed 2023-07-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $20,500,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Americana - LGP Series 2022 LP | [2023-03-23] | 4.5 M | |
| Offered $50,000,000 · Filed 2022-02-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $50,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Americana - TB Series 2022 LP | [2022-02-10] | 20.5 M | |
| Offered $100,000,000 · Filed 2021-12-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $100,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Americana - SG Credit Fund II LP | [2021-06-09] | 11.6 M | |
| Offered $25,000,000 · Filed 2021-05-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $25,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Americana - El Energy Transition Fund I LP | [2020-10-29] | 0.3 M | |
| Offered $25,000,000 · Filed 2020-10-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $25,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Americana - TB Discover Fund III LP | 2020-10-29 | 13.5 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 800 | 0.2 |
| (b) Individuals (high net worth individuals) | 827 | 6.8 |
| (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 | 9 | 0.1 |
| (g) Pension and profit sharing plans | 56 | 0.0 |
| (h) Charitable organizations | 68 | 1.6 |
| (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 | 58 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 6,991 | 9.1 |
| By Discretionary | ||
| Discretionary | 3,995 | 7.0 |
| Non-Discretionary | 2,996 | 2.1 |
| Total | 6,991 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 8.7 | |
| Total | 6,991 | 9.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Mithoff | Director, Executive Officer | 19 | 4 | |
| Jason Fertitta | Director, Executive Officer | 13 | 2 | |
| Americana Partners LLC | Director, Executive Officer | 11 | 2 | |
| Robert Wellington | Director, Executive Officer | 10 | 2 | |
| Americana Pe GP LLC | Director, Executive Officer | 6 | 2 | |
| Americana Pe GP LLC | Director, Executive Officer | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001797678] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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