|
⚲
|
| Enclave Advisors LLC
✚
| |
|---|---|
| CRD # | 165205 |
| SEC # | 801-77040 |
| CIK # | 0001836110 |
| AUM | $933.9 MM (2024-03-29) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 512-527-3105 |
| Address | 3600 N Capital of Texas Hwy Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 3.5 |
| (b) Individuals (high net worth individuals) | 52 | 853.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 65.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 362 | 933.9 |
| By Discretionary | ||
| Discretionary | 362 | 933.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 362 | 933.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 933.9 | |
| Total | 362 | 933.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fishman Jay A Ltd
✚
|
MI | 1.0 |
|
CS Planning Corp
✚
|
OR | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
PrairieView Partners LLC
✚
|
MN | 0.9 |
|
Verity and Verity LLC
✚
|
SC | 0.9 |
|
Callahan Advisors LLC
✚
|
TX | 0.9 |
|
Rappaport Reiches Capital Management LLC
✚
|
IL | 0.9 |
|
Verus Financial Partners Inc
✚
|
VA | 0.9 |
|
Private Advisory Group LLC
✚
|
WA | 0.9 |
|
Academy Capital Management
✚
|
TX | 0.9 |