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| Happy Holidays!! thanks for using AUM13F!! |
| Americana Partners LLC
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| CRD # | 301354 |
| SEC # | 801-115018 |
| CIK # | 0001797678 |
| AUM | $6.1 B (2025-06-26) |
| Employees | 50 (52% Investors, 16% Brokers) |
| Phone | 713-429-5552 |
| Address | 811 Louisiana Street Houston, TX 77002 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001797678 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Enterprise Products Partners L P | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Eaton Corp Ltd | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| International Business Machines Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Energy Transfer Equity LP | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Honeywell International Inc | 0.0 | ||
| Kinder Morgan Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Williams Companies Inc | 0.0 | ||
| MPLX LP | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Americana - Big Flow Partners LP | [2024-07-30] | 0.0 | 0.0 |
| PE | Americana - TB Series 2024 LP | [2024-07-30] | 0.0 | 0.0 |
| PE | AP Private Markets 2024 Vintage Fund LP | [2024-07-30] | 0.0 | 0.0 |
| PE | Americana - JET Linx Partners LP | [2023-09-21] | 0.0 | 23.4 |
| PE | Americana - LGP Series 2022 LP | [2023-03-23] | 0.0 | 0.3 |
| PE | Americana - TB Series 2022 LP | [2022-02-10] | 0.0 | 14.6 |
| PE | Americana - SG Credit Fund II LP | [2021-06-09] | 0.0 | 10.8 |
| PE | Americana - El Energy Transition Fund I LP | [2020-10-29] | 0.0 | 0.5 |
| PE | Americana - TB Discover Fund III LP | 2020-10-29 | 11.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 686 | 0.2 |
| (b) Individuals (high net worth individuals) | 618 | 4.1 |
| (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 | 0.1 |
| (g) Pension and profit sharing plans | 49 | 0.0 |
| (h) Charitable organizations | 49 | 1.3 |
| (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 | 47 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 5,931 | 6.1 |
| By Discretionary | ||
| Discretionary | 3,097 | 4.5 |
| Non-Discretionary | 2,834 | 1.6 |
| Total | 5,931 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 5.8 | |
| Total | 5,931 | 6.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Mithoff | 18 | ||
| Jason Fertitta | 12 | ||
| Americana Partners LLC | 10 | ||
| Robert Wellington | 9 | ||
| Americana Pe GP LLC | 4 | ||
| Americana PE GP LLC | 5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001797678] |
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