STA Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
STA Wealth Management LLC
CRD #127186
SEC #801-64386
CIK #
AUM $1.3 BB (92% Disc, 100% US)
Employees35 (43% Investors, 6% Brokers)
Phone281-822-8800
Address800 Town Country Blvd
Houston, TX 77024
Source IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SNY 107,870.0 59.0
EEM 39.4
VOO 39.2
SPSB 26.7
QUAL 25.9
IUSV 22.5
VWOB 14.7
XLK 12.0
XLI 11.7
EEMA 11.6
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE STA Real Estate Fund 1 LP 2016-01-04external
5.8
10.5
PE The STA Specialized Fund LP 2011-12-23external
8.5
1.6
PE The Streettalk Advisors Premier Fund LP 2011-12-23external
43.2
5.2
View All
Fund Directors # Filings # Firms 2011-2019
Michael Smith 15 5
Lance Roberts 2 1
Luke Patterson 1 1
STA Real Estate Company LLC 1 1
Comparable Firms State AUM ($BB)
RMB Capital Management LLC
IL
8.6
Wells Fargo Investment Institute Inc
NC
5.9
Cresset Asset Management LLC
IL
4.8
William Harris Investors Inc
IL
1.6
Gilder Office for Growth LLC
NC
0.5
Springcreek Corp
CA
0.4
Freegulliver LLC
LA
0.3
First Long Island Investors LLC
NY
0.3
Adams Wealth Management LLC
UT
0.2
Alliance Advisory & Securities Inc
CA
0.2