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| Tectonic Advisors LLC
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| CRD # | 139713 |
| SEC # | 801-66385 |
| CIK # | 0001859918 |
| AUM | $4.3 B (2025-03-26) |
| Employees | 13 (38% Investors, 46% Brokers) |
| Phone | 713-250-4200 |
| Address | 17 Cowboys Way Frisco, TX 75034 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Enterprise Products Partners L P | 19.1 | ||
| Broadcom Inc | 14.7 | ||
| International Business Machines Corp | 14.6 | ||
| Enbridge Inc | 13.5 | ||
| Iron Mountain Inc | 13.2 | ||
| AT&T Inc | 12.9 | ||
| Cisco Systems Inc | 12.8 | ||
| Main Street Capital Corp | 12.7 | ||
| National Retail Properties Inc | 11.8 | ||
| Ares Capital Corp | 11.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,458 | 0.4 |
| (b) Individuals (high net worth individuals) | 577 | 1.8 |
| (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 | 1 | 2.0 |
| (g) Pension and profit sharing plans | 132 | 0.1 |
| (h) Charitable organizations | 3 | 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 | 7,991 | 4.3 |
| By Discretionary | ||
| Discretionary | 7,674 | 4.2 |
| Non-Discretionary | 317 | 0.2 |
| Total | 7,991 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 7,991 | 4.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001859918] | |
| SC 13G | [0001859918] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Tectonic Advisors LLC | Unified Series Trust | [2023-06-28] |
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|---|---|---|
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