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| Avidian Wealth Solutions LLC
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|---|---|
| CRD # | 127186 |
| SEC # | 801-64386 |
| CIK # | 0001471474 |
| AUM | $3.7 BB (2023-03-31) |
| Employees | 52 (62% Investors, 4% Brokers) |
| Phone | 281-822-8800 |
| Address | 800 Town Country Blvd Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 46.5 | |
| XOM | 385,508.3 | 23.6 | |
| MSFT | 1,918,222.4 | 16.1 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | STA Real Estate Fund 1 LP | [2015-12-23] | 5.8 | 10.2 |
| HF | Black Swan Opportunity Fund - Global Multi-Asset Ai Series | [2012-03-30] | 6.7 | 0.1 |
| HF | Black Swan Opportunity Fund - Long Term Savings Ai Series | [2012-03-30] | 5.8 | 0.1 |
| HF | Black Swan Opprtunity Fund LLC - Global Multi-Asset QP | [2012-03-30] | 26.5 | 2.0 |
| PE | The STA Specialized Fund LP | [2012-03-30] | 8.5 | 1.6 |
| PE | The Streettalk Advisors Premier Fund LP | [2012-03-30] | 43.2 | 1.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 786 | 0.3 |
| (b) Individuals (high net worth individuals) | 916 | 3.1 |
| (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 | 3 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,805 | 3.5 |
| By Discretionary | ||
| Discretionary | 5,786 | 3.2 |
| Non-Discretionary | 19 | 0.3 |
| Total | 5,805 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 5,805 | 3.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Michael Smith | 164 | ||
| S Tobin Walker | 5 | ||
| Lance Roberts | 2 | ||
| Luke Patterson | 1 | ||
| STA Real Estate Company LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001471474] |
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|---|---|---|
|
Sequoia Financial Advisors LLC
✚
|
OH | 15.6 |
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Goldman Sachs Hedge Fund Strategies LLC
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NY | 11.5 |
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RMB Capital Management LLC
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IL | 6.4 |
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Vivaldi Capital Management LP
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IL | 3.3 |
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freeGulliver LLC
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LA | 0.5 |
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Alliance Advisory & Securities LLC
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CA | 0.5 |
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Adams Wealth Management LLC
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UT | 0.4 |
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William Harris Investors Inc
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IL | 0.0 |
|
Springcreek Corp
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CA | 0.0 |
|
Gilder Office for Growth LLC
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NC | 0.0 |