Budge Financial Inc

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Assets, Funds, Holdings

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Budge Financial Inc
CRD #108256
SEC #801-30781
CIK #
AUM
Employees 1 (100% Investors, 100% Brokers)
Phone214-363-3008
Address4925 Greenville Ave
Dallas, TX 75206
Source [IAPD] [Website]
Total AUM ($M)
60048036024012001999200720152024
Type Form D Funds Date Sold ($M) AUM ($M)
PE Five States Energy Capital Fund 1 LLC 2014-03-28 9.2
PE Five States Energy Capital Fund 2 LLC 2014-03-28 110.9
PE Fsec2-1 LLC [2014-03-28] 0.0 26.9
PE Fsec2-7 LLC [2014-03-28] 0.0 84.0
RE Fstaf 2 LLC 2014-03-28 0.0
PE Five States Ventures LLC 2012-03-28 0.0
PE Fsec1-1 LLC [2012-03-28] 0.0 3.4
PE Fsec1-7 LLC [2012-03-28] 0.0 5.9
PE FS Tonti Acquisition Fund 2 C-1 LLC [2012-03-28] 0.0 0.0
PE FS Tonti Acquisition Fund 2 C-7 LLC [2012-03-28] 0.0 0.0
View All
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1 7.0
(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 6 120.2
(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 7 127.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 7 127.2
Total 7 127.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 127.2
Total 7 127.2
Form D Directors # Filings # Firms 2011 - 2025
Richard Harrison 31
Arthur Budge Jr 34
Thomas Costantino 7
Gary Stone 24
James Gibbs 17
Steve Collins 15
Donald Malouf 9
1 Five States Energy Capital LLC 6
Michael Tonti 4
1 Fs Tonti Manager LLC 3
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