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| Tectonic Advisors LLC
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| |
|---|---|
| CRD # | 139713 |
| SEC # | 801-66385 |
| CIK # | 0001859918 |
| AUM | $3.6 BB (2024-03-18) |
| Employees | 13 (38% Investors, 46% Brokers) |
| Phone | 713-250-4200 |
| Address | 17 Cowboys Way Frisco, TX 75034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VIST | 690.0 | 17.4 | |
| EPD | 54,009.8 | 14.6 | |
| CLH | 4,778.9 | 11.3 | |
| LKQ | 14,124.7 | 9.2 | |
| GPK | 6,301.8 | 8.4 | |
| IRM | 14,284.0 | 8.4 | |
| PGR | 67,509.2 | 7.9 | |
| VZ | 211,914.0 | 7.8 | |
| AVGO | 201,282.9 | 7.7 | |
| ENB | 86,202.3 | 7.6 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,370 | 0.3 |
| (b) Individuals (high net worth individuals) | 450 | 1.4 |
| (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 | 1.8 |
| (g) Pension and profit sharing plans | 127 | 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 | 6,832 | 3.6 |
| By Discretionary | ||
| Discretionary | 6,631 | 3.5 |
| Non-Discretionary | 201 | 0.1 |
| Total | 6,832 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 6,832 | 3.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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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