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| Avidian Wealth Enterprises LLC
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| CRD # | 127186 |
| SEC # | 801-64386 |
| CIK # | 0001471474 |
| AUM | 4.8 B (2026-06-09) |
| Employees | 59 (61% Investors, 3% Brokers) |
| Phone | 281-822-8800 |
| Address | 800 Town Country Blvd Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Noble Corp PLC | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Avidian ASTO Consumer Fund I LP | [2025-03-31] | 13.0 M | 13.8 M |
| Other | Avidian Hilltop Growth Fund I LP | [2025-03-31] | 5.5 M | 6.1 M |
| RE | STA Real Estate Fund 1 LP | [2015-12-23] | 5.8 M | 6.9 M |
| PE | Black Swan Opportunity Fund - Global Multi-Asset AI Series | [2012-03-30] | 6.7 M | 0.0 M |
| PE | Black Swan Opportunity Fund - Long Term Savings AI Series | [2012-03-30] | 5.8 M | 0.0 M |
| HF | Black Swan Opprtunity Fund LLC - Global Multi-Asset QP | [2012-03-30] | 25.9 M | 0.9 M |
| PE | The STA Specialized Fund LP | [2012-03-30] | 7.3 M | 1.6 M |
| Other | The Streettalk Advisors Premier Fund LP | [2012-03-30] | 43.2 M | 0.6 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 786 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,080 | 4.3 |
| (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 | 5 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.1 |
| (h) Charitable organizations | 3 | 0.0 |
| (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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,256 | 4.8 |
| By Discretionary | ||
| Discretionary | 7,240 | 4.6 |
| Non-Discretionary | 16 | 0.2 |
| Total | 7,256 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 7,256 | 4.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Smith | 197 | 8 | ||
| Logan Henderson | 23 | 3 | ||
| Gridline Platform GP LLC | 15 | 2 | ||
| S Tobin Walker | 5 | 2 | ||
| Lance Roberts | 2 | 1 | ||
| Luke Patterson | 1 | 1 | ||
| STA Real Estate Company LLC | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001471474] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
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|---|---|---|
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