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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Brownlie & Braden Advisors LLC
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|---|---|
| CRD # | 288879 |
| SEC # | 801-110796 |
| CIK # | |
| AUM | $329.2 M (2024-11-01) |
| Employees | 15 (87% Investors, 0% Brokers) |
| Phone | 214-219-4650 |
| Address | 2820 Ross Tower Dallas, TX 75201 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | RAZ Property Investments Ltd | 2017-08-03 | 5.3 | |
| PE | BKB Capital Ltd | 2017-08-01 | 11.1 | |
| PE | Cotton Creek Investment Company Ltd | 2012-03-29 | 41.2 | |
| PE | Cotton Creek Waste Partners Ltd | 2012-03-29 | 1.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 0.3 |
| By Discretionary | ||
| Discretionary | 28 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 28 | 0.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KM Capital Management Ltd
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|
TX | 0.4 |
|
WPG Advisers LLC
✚
|
MD | 0.4 |
|
LBJ Family Wealth Advisors Ltd
✚
|
TX | 0.3 |
|
Haverford Financial Services Inc
✚
|
PA | 0.3 |
|
Twin Point Capital LLC
✚
|
NY | 0.3 |
|
Flower City Capital LLC
✚
|
NY | 0.3 |
|
Archvest Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Blue Diamond Capital Investment Advisors LLC
✚
|
UT | 0.3 |
|
Orchard Capital Management LLC
✚
|
IL | 0.3 |
|
Weik Capital Management Inc
✚
|
PA | 0.3 |