Shadowridge Asset Management LLC

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Assets, Funds, Holdings

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Shadowridge Asset Management LLC
CRD #162066
SEC #801-131300
CIK #
AUM $118.7 M (2025-05-30)
Employees 9 (56% Investors, 0% Brokers)
Phone888-434-1427
Address1001 S Capital of Texas Highway
Austin, TX 78746
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
1209672482402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 512 77.8
(b) Individuals (high net worth individuals) 51 40.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.6
(n) Other 0 0.0
Total 897 118.7
By Discretionary
Discretionary 897 118.7
Non-Discretionary 0 0.0
Total 897 118.7
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 118.2
Total 897 118.7
Comparable Firms State AUM ($B)
Claremont Financial Group Inc
CA 0.1
Private Financial Management LLC
0.1
Knox Avenue Financial Corp
MN 0.1
Lifepoint Planning PLLC
IL 0.1
Tricapital Wealth Management Inc
NC 0.1
RIA Wealth Advisors LLC
TX 0.1
FC Wealth Inc
WA 0.1
Clarity Financial Planners LLC
MO 0.1
Kevin E Vandenberg LLC
0.1
St Clair Jr Donald Lee
CA 0.1
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