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| Happy Holidays!! thanks for using AUM13F!! |
| Howard Financial Services Ltd
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| CRD # | 107978 |
| SEC # | 801-46741 |
| CIK # | 0001768130 |
| AUM | $1.4 B (2025-03-31) |
| Employees | 24 (79% Investors, 0% Brokers) |
| Phone | 214-346-0785 |
| Address | 8350 Meadow Road Dallas, TX 75231 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 27.2 | ||
| Nvidia Corp | 12.3 | ||
| Microsoft Corp | 10.5 | ||
| Amazon Com Inc | 5.9 | ||
| Chipotle Mexican Grill Inc | 5.3 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | HFS Richardson Office LP | [2025-03-31] | 13.6 | 13.6 |
| RE | HFS Small Balance RE I LP | [2025-03-31] | 12.8 | 10.0 |
| RE | HFS Laredo Industrial LP | [2024-03-25] | 10.1 | 13.1 |
| Other | HFS ORRI Fund 2023 LP | [2024-03-25] | 0.0 | 10.5 |
| RE | HFS Holleman LP | [2023-03-30] | 2.0 | 0.0 |
| Other | HFS Mineral Partners V LP | [2023-03-30] | 0.0 | 24.5 |
| RE | HFS Royse City Land LP | [2023-03-30] | 3.8 | 4.1 |
| RE | HMPF 2022 LP | [2023-03-30] | 1.9 | 4.3 |
| Other | Hfs-Slj Mineral Partners IV LP | [2022-03-25] | 6.9 | 29.0 |
| RE | HFS Westland GA Lots LP | [2022-03-25] | 5.6 | 2.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 53.3 |
| (b) Individuals (high net worth individuals) | 306 | 1,130.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 34 | 205.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 33.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,485 | 1,423.8 |
| By Discretionary | ||
| Discretionary | 1,467 | 1,422.3 |
| Non-Discretionary | 18 | 1.5 |
| Total | 1,485 | 1,423.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,423.8 | |
| Total | 1,485 | 1,423.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001768130] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wellesley Asset Management Inc
✚
|
NH | 2.1 |
|
Financial Management Professionals Inc
✚
|
TX | 1.1 |
|
NexWave Capital Partners LLC
✚
|
NY | 1.0 |
|
New Vernon Advisers LP
✚
|
NJ | 0.9 |
|
Omnia Family Wealth LLC
✚
|
FL | 0.9 |
|
The Weil Company
✚
|
CA | 0.8 |
|
ANDA Asset Management Co Ltd
✚
|
0.6 | |
|
Allegheny Investments Ltd
✚
|
PA | 0.6 |
|
Vizcaya Capital LLC
✚
|
FL | 0.5 |
|
Proaltus USA Inc
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|
0.5 |